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JPDVX vs RLBEX
JPDVX vs RLBEX Comparison
Open Charts JPDVX vs RLBEX
JPMorgan Diversified L
Price$16.93
Change+$0.16 (+0.95%)
VolumeN/A
Net Assets485.43M
American Funds American Balanced R4
Price$38.84
Change+$0.57 (+1.49%)
VolumeN/A
Net Assets261.29B
JPDVX vs RLBEX Comparison Chart in %
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JPDVX vs. RLBEX commentary
Oct 14, 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: 261B vs. JPDVX (485M). JPDVX pays higher dividends than RLBEX: JPDVX (2.87) vs RLBEX (1.74). 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: 83.00 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 : 8.57 vs. JPDVX (6.40). RLBEX return over 5 years is better than : 41.49 vs. JPDVX (6.98).
| 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 | 10.274 | 14.337 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 261B | 0% |
| Annual Yield % from dividends | 2.87 | 1.74 | 165% |
| Returns for 1 year | 6.40 | 8.57 | 75% |
| Returns for 3 years | 39.37 | 53.33 | 74% |
| Returns for 5 years | 6.98 | 41.49 | 17% |
| Returns for 10 years | 23.99 | 77.16 | 31% |
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