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JPDVX vs RLBFX
JPDVX vs RLBFX Comparison
Open Charts JPDVX vs RLBFX
JPMorgan Diversified L
Price$17.09
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets490.2M
American Funds American Balanced R5
Price$38.69
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
JPDVX vs RLBFX Comparison Chart in %
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JPDVX vs. RLBFX commentary
Sep 19, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. JPDVX (490M). JPDVX pays higher dividends than RLBFX: JPDVX (2.58) vs RLBFX (2.05). JPDVX was incepted earlier than RLBFX: JPDVX (32 years) vs RLBFX (23 years). JPDVX (0.80) is less costly to investors than RLBFX (0.29). JPDVX is a more actively managed with annual turnover of: 63.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JPDVX: RLBFX (250) vs JPDVX (3000000). RLBFX annual gain was more profitable for investors over the last year : 10.20 vs. JPDVX (8.79). RLBFX return over 5 years is better than : 45.01 vs. JPDVX (10.96).
| JPDVX | RLBFX | JPDVX / RLBFX | |
| Total Expense Ratio | 0.65 | 0.29 | 224% |
| Annual Report Gross Expense Ratio | 0.80 | 0.29 | 276% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 11.144 | 13.349 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 490M | 263B | 0% |
| Annual Yield % from dividends | 2.58 | 2.05 | 126% |
| Returns for 1 year | 8.79 | 10.20 | 86% |
| Returns for 3 years | 31.76 | 44.03 | 72% |
| Returns for 5 years | 10.96 | 45.01 | 24% |
| Returns for 10 years | 27.13 | 82.02 | 33% |
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