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JPDVX vs RLBEX
JPDVX vs RLBEX Comparison
Open Charts JPDVX vs RLBEX
JPMorgan Diversified L
Price$16.37
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets465.87M
American Funds American Balanced R4
Price$36.74
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
JPDVX vs RLBEX Comparison Chart in %
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JPDVX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 251B vs. JPDVX (466M). JPDVX pays higher dividends than RLBEX: JPDVX (2.64) vs RLBEX (1.83). 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 : 5.65 vs. JPDVX (5.24). RLBEX return over 5 years is better than : 38.58 vs. JPDVX (9.69).
| 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 | 6.451 | 7.858 | 82% |
| 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 | 1.83 | 144% |
| Returns for 1 year | 5.24 | 5.65 | 93% |
| Returns for 3 years | 25.73 | 35.22 | 73% |
| Returns for 5 years | 9.69 | 38.58 | 25% |
| Returns for 10 years | 15.22 | 63.99 | 24% |
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