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JPDVX vs RLBEX
JPDVX vs RLBEX Comparison
Open Charts JPDVX vs RLBEX
JPMorgan Diversified L
Price$15.99
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets467.57M
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JPDVX vs RLBEX Comparison Chart
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JPDVX vs. RLBEX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. JPDVX (468M). 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). RLBEX annual gain was more profitable for investors over the last year : 9.22 vs. JPDVX (8.62). RLBEX return over 5 years is better than : 30.07 vs. JPDVX (4.33).
| 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 | 2.962 | 2.889 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 242B | 0% |
| Annual Yield % from dividends | 1.25 | 2.24 | 56% |
| Returns for 1 year | 8.62 | 9.22 | 94% |
| Returns for 3 years | 8.04 | 17.55 | 46% |
| Returns for 5 years | 4.33 | 30.07 | 14% |
| Returns for 10 years | 11.66 | 54.52 | 21% |
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