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JPDVX vs RLBEX
JPDVX vs RLBEX Comparison
Open Charts JPDVX vs RLBEX
JPMorgan Diversified L
Price$14.72
Change-$0.27 (-1.80%)
VolumeN/A
Net Assets434.45M
American Funds American Balanced R4
Price$32.70
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
JPDVX vs RLBEX Comparison Chart
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JPDVX vs. RLBEX commentary
Apr 11, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 229B vs. JPDVX (434M). JPDVX pays higher dividends than RLBEX: JPDVX (2.66) vs RLBEX (1.97). JPDVX was incepted earlier than RLBEX: JPDVX (32 years) vs RLBEX (23 years). JPDVX (0.80) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JPDVX (63.00). RLBEX has a lower initial minimum investment than JPDVX: RLBEX (250) vs JPDVX (3000000). RLBEX annual gain was more profitable for investors over the last year : 2.32 vs. JPDVX (1.48). RLBEX return over 5 years is better than : 36.76 vs. JPDVX (14.35).
| JPDVX | RLBEX | JPDVX / RLBEX | |
| Total Expense Ratio | 0.65 | 0.60 | 108% |
| Annual Report Gross Expense Ratio | 0.80 | 0.60 | 133% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -2.993 | -2.210 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 434M | 229B | 0% |
| Annual Yield % from dividends | 2.66 | 1.97 | 135% |
| Returns for 1 year | 1.48 | 2.32 | 64% |
| Returns for 3 years | 4.41 | 11.42 | 39% |
| Returns for 5 years | 14.35 | 36.76 | 39% |
| Returns for 10 years | 4.80 | 49.34 | 10% |