Ad is loading...
JPDVX vs RLBEX
JPDVX vs RLBEX Comparison
Open Charts JPDVX vs RLBEX
JPMorgan Diversified L
Price$15.69
Change-$0.39 (-2.43%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.19
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
JPDVX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JPDVX vs. RLBEX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. JPDVX (471M). RLBEX pays higher dividends than JPDVX: RLBEX (2.24) vs JPDVX (1.25). JPDVX was incepted earlier than RLBEX: JPDVX (31 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JPDVX (94.00). 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 : 12.66 vs. RLBEX (9.70). RLBEX return over 5 years is better than : 29.54 vs. JPDVX (7.07).
| JPDVX | RLBEX | JPDVX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 11.368 | 9.220 | 123% |
| 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 | 241B | 0% |
| Annual Yield % from dividends | 1.25 | 2.24 | 56% |
| Returns for 1 year | 12.66 | 9.70 | 130% |
| Returns for 3 years | 3.49 | 9.42 | 37% |
| Returns for 5 years | 7.07 | 29.54 | 24% |
| Returns for 10 years | 14.77 | 45.23 | 33% |