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JPDVX vs RLBCX
JPDVX vs RLBCX Comparison
Open Charts JPDVX vs RLBCX
JPMorgan Diversified L
Price$16.82
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets415.59M
American Funds American Balanced R3
Price$38.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
JPDVX vs RLBCX Comparison Chart in %
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JPDVX vs. RLBCX commentary
Nov 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. JPDVX (416M). JPDVX pays higher dividends than RLBCX: JPDVX (2.84) vs RLBCX (1.46). 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: 83.00 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 : 8.46 vs. JPDVX (7.77). RLBCX return over 5 years is better than : 36.24 vs. JPDVX (2.73).
| 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 | 10.603 | 13.420 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 263B | 0% |
| Annual Yield % from dividends | 2.84 | 1.46 | 194% |
| Returns for 1 year | 7.77 | 8.46 | 92% |
| Returns for 3 years | 30.79 | 39.37 | 78% |
| Returns for 5 years | 2.73 | 36.24 | 8% |
| Returns for 10 years | 23.45 | 67.41 | 35% |
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