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JPDVX vs RLBEX
JPDVX vs RLBEX Comparison
Open Charts JPDVX vs RLBEX
JPMorgan Diversified L
Price$16.82
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets415.59M
American Funds American Balanced R4
Price$38.63
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
JPDVX vs RLBEX Comparison Chart in %
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JPDVX vs. RLBEX commentary
Nov 20, 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 Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 264B vs. JPDVX (416M). JPDVX pays higher dividends than RLBEX: JPDVX (2.84) vs RLBEX (1.71). 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 : 8.82 vs. JPDVX (7.77). RLBEX return over 5 years is better than : 38.00 vs. JPDVX (2.73).
| 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 | 10.603 | 13.718 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 264B | 0% |
| Annual Yield % from dividends | 2.84 | 1.71 | 166% |
| Returns for 1 year | 7.77 | 8.82 | 88% |
| Returns for 3 years | 30.79 | 40.62 | 76% |
| Returns for 5 years | 2.73 | 38.00 | 7% |
| Returns for 10 years | 23.45 | 72.83 | 32% |
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