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JPDVX vs RLBCX
JPDVX vs RLBCX Comparison
Open Charts JPDVX vs RLBCX
JPMorgan Diversified L
Price$16.58
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets470.63M
American Funds American Balanced R3
Price$36.81
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
JPDVX vs RLBCX Comparison Chart in %
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JPDVX vs. RLBCX commentary
Aug 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: 252B vs. JPDVX (471M). JPDVX pays higher dividends than RLBCX: JPDVX (2.63) vs RLBCX (1.56). 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). JPDVX annual gain was more profitable for investors over the last year : 11.64 vs. RLBCX (10.44). RLBCX return over 5 years is better than : 34.86 vs. JPDVX (7.64).
| 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 | 7.689 | 8.418 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 2.63 | 1.56 | 169% |
| Returns for 1 year | 11.64 | 10.44 | 111% |
| Returns for 3 years | 22.54 | 30.17 | 75% |
| Returns for 5 years | 7.64 | 34.86 | 22% |
| Returns for 10 years | 18.17 | 61.84 | 29% |
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