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JPDVX vs RLBFX
JPDVX vs RLBFX Comparison
Open Charts JPDVX vs RLBFX
JPMorgan Diversified L
Price$15.99
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets467.57M
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JPDVX vs RLBFX Comparison Chart
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JPDVX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. JPDVX (468M). RLBFX pays higher dividends than JPDVX: RLBFX (2.50) vs JPDVX (1.25). JPDVX was incepted earlier than RLBFX: JPDVX (31 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JPDVX (94.00). 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 : 9.54 vs. JPDVX (8.62). RLBFX return over 5 years is better than : 31.70 vs. JPDVX (4.33).
| JPDVX | RLBFX | JPDVX / RLBFX | |
| 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 | 2.908 | 102% |
| 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 | 2.50 | 50% |
| Returns for 1 year | 8.62 | 9.54 | 90% |
| Returns for 3 years | 8.04 | 18.32 | 44% |
| Returns for 5 years | 4.33 | 31.70 | 14% |
| Returns for 10 years | 11.66 | 55.11 | 21% |