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JPDVX vs RLBEX
JPDVX vs RLBEX Comparison
Open Charts JPDVX vs RLBEX
JPMorgan Diversified L
Price$16.58
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets470.63M
American Funds American Balanced R4
Price$36.99
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
JPDVX vs RLBEX Comparison Chart in %
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JPDVX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. JPDVX (471M). JPDVX pays higher dividends than RLBEX: JPDVX (2.63) vs RLBEX (1.81). 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). JPDVX annual gain was more profitable for investors over the last year : 11.64 vs. RLBEX (10.77). RLBEX return over 5 years is better than : 36.60 vs. JPDVX (7.64).
| 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 | 7.689 | 8.592 | 89% |
| 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 | 1.81 | 145% |
| Returns for 1 year | 11.64 | 10.77 | 108% |
| Returns for 3 years | 22.54 | 31.19 | 72% |
| Returns for 5 years | 7.64 | 36.60 | 21% |
| Returns for 10 years | 18.17 | 66.90 | 27% |
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