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JPDVX vs RLBCX
JPDVX vs RLBCX Comparison
Open Charts JPDVX vs RLBCX
JPMorgan Diversified L
Price$14.72
Change-$0.27 (-1.80%)
VolumeN/A
Net Assets434.45M
American Funds American Balanced R3
Price$32.55
Change-$0.70 (-2.11%)
VolumeN/A
Net Assets228.54B
JPDVX vs RLBCX Comparison Chart
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JPDVX vs. RLBCX commentary
Apr 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JPDVX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 229B vs. JPDVX (434M). JPDVX pays higher dividends than RLBCX: JPDVX (2.66) vs RLBCX (1.69). JPDVX was incepted earlier than RLBCX: JPDVX (32 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than JPDVX (0.80). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JPDVX (63.00). RLBCX has a lower initial minimum investment than JPDVX: RLBCX (250) vs JPDVX (3000000). RLBCX annual gain was more profitable for investors over the last year : 2.00 vs. JPDVX (1.48). RLBCX return over 5 years is better than : 34.98 vs. JPDVX (14.35).
| JPDVX | RLBCX | JPDVX / RLBCX | |
| Total Expense Ratio | 0.65 | 0.89 | 73% |
| Annual Report Gross Expense Ratio | 0.80 | 0.89 | 90% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -2.993 | -2.292 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 434M | 229B | 0% |
| Annual Yield % from dividends | 2.66 | 1.69 | 158% |
| Returns for 1 year | 1.48 | 2.00 | 74% |
| Returns for 3 years | 4.41 | 10.59 | 42% |
| Returns for 5 years | 14.35 | 34.98 | 41% |
| Returns for 10 years | 4.80 | 44.91 | 11% |
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