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JPDVX vs RLBCX
JPDVX vs RLBCX Comparison
Open Charts JPDVX vs RLBCX
JPMorgan Diversified L
Price$16.06
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets465.13M
American Funds American Balanced R3
Price$35.51
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
JPDVX vs RLBCX Comparison Chart
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JPDVX vs. RLBCX commentary
Jun 07, 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: 243B vs. JPDVX (465M). JPDVX pays higher dividends than RLBCX: JPDVX (2.59) vs RLBCX (1.63). 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). JPDVX is a more actively managed with annual turnover of: 63.00 vs. RLBCX (44.00). 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 : 6.62 vs. JPDVX (6.12). RLBCX return over 5 years is better than : 32.84 vs. JPDVX (9.42).
| 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 | 4.191 | 4.466 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 243B | 0% |
| Annual Yield % from dividends | 2.59 | 1.63 | 158% |
| Returns for 1 year | 6.12 | 6.62 | 93% |
| Returns for 3 years | 16.40 | 22.09 | 74% |
| Returns for 5 years | 9.42 | 32.84 | 29% |
| Returns for 10 years | 13.89 | 56.35 | 25% |
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