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JPDVX vs RLBCX
JPDVX vs RLBCX Comparison
Open Charts JPDVX vs RLBCX
JPMorgan Diversified L
Price$15.76
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets464.38M
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
JPDVX vs RLBCX Comparison Chart
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JPDVX vs. RLBCX commentary
Jan 20, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. JPDVX (464M). RLBCX pays higher dividends than JPDVX: RLBCX (1.98) vs JPDVX (1.25). JPDVX was incepted earlier than RLBCX: JPDVX (31 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JPDVX (94.00). RLBCX has a lower initial minimum investment than JPDVX: RLBCX (250) vs JPDVX (3000000). RLBCX (11.92) and JPDVX (11.64) have marching annual gain over last year. RLBCX return over 5 years is better than : 28.12 vs. JPDVX (3.14).
| JPDVX | RLBCX | JPDVX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 1.481 | 1.935 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 240B | 0% |
| Annual Yield % from dividends | 1.25 | 1.98 | 63% |
| Returns for 1 year | 11.64 | 11.92 | 98% |
| Returns for 3 years | 2.69 | 11.58 | 23% |
| Returns for 5 years | 3.14 | 28.12 | 11% |
| Returns for 10 years | 13.95 | 53.41 | 26% |
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