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JPDVX vs RLBCX
JPDVX vs RLBCX Comparison
Open Charts JPDVX vs RLBCX
JPMorgan Diversified L
Price$16.37
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets465.87M
American Funds American Balanced R3
Price$36.56
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
JPDVX vs RLBCX Comparison Chart in %
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JPDVX vs. RLBCX commentary
Jul 17, 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 StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 251B vs. JPDVX (466M). JPDVX pays higher dividends than RLBCX: JPDVX (2.64) vs RLBCX (1.57). 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 (5.28) and JPDVX (5.24) have marching annual gain over last year. RLBCX return over 5 years is better than : 36.78 vs. JPDVX (9.69).
| 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 | 6.451 | 7.681 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 466M | 251B | 0% |
| Annual Yield % from dividends | 2.64 | 1.57 | 168% |
| Returns for 1 year | 5.24 | 5.28 | 99% |
| Returns for 3 years | 25.73 | 34.09 | 75% |
| Returns for 5 years | 9.69 | 36.78 | 26% |
| Returns for 10 years | 15.22 | 59.00 | 26% |
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