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JPDVX vs RLBEX
JPDVX vs RLBEX Comparison
Open Charts JPDVX vs RLBEX
JPMorgan Diversified L
Price$16.06
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets465.13M
American Funds American Balanced R4
Price$35.69
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
JPDVX vs RLBEX Comparison Chart
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JPDVX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 243B vs. JPDVX (465M). JPDVX pays higher dividends than RLBEX: JPDVX (2.59) vs RLBEX (1.90). JPDVX was incepted earlier than RLBEX: JPDVX (32 years) vs RLBEX (23 years). JPDVX (0.80) is less costly to investors than RLBEX (0.59). JPDVX is a more actively managed with annual turnover of: 63.00 vs. RLBEX (44.00). 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 : 6.95 vs. JPDVX (6.12). RLBEX return over 5 years is better than : 34.57 vs. JPDVX (9.42).
| JPDVX | RLBEX | JPDVX / RLBEX | |
| Total Expense Ratio | 0.65 | 0.59 | 110% |
| Annual Report Gross Expense Ratio | 0.80 | 0.59 | 136% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 4.191 | 4.581 | 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 | 465M | 243B | 0% |
| Annual Yield % from dividends | 2.59 | 1.90 | 136% |
| Returns for 1 year | 6.12 | 6.95 | 88% |
| Returns for 3 years | 16.40 | 22.98 | 71% |
| Returns for 5 years | 9.42 | 34.57 | 27% |
| Returns for 10 years | 13.89 | 61.12 | 23% |
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