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JPDVX vs RLBFX
JPDVX vs RLBFX Comparison
Open Charts JPDVX vs RLBFX
JPMorgan Diversified L
Price$14.72
Change-$0.27 (-1.80%)
VolumeN/A
Net Assets434.45M
American Funds American Balanced R5
Price$32.81
Change-$0.72 (-2.15%)
VolumeN/A
Net Assets228.54B
JPDVX vs RLBFX Comparison Chart
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JPDVX vs. RLBFX commentary
Apr 11, 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: 229B vs. JPDVX (434M). JPDVX pays higher dividends than RLBFX: JPDVX (2.66) vs RLBFX (2.26). JPDVX was incepted earlier than RLBFX: JPDVX (32 years) vs RLBFX (23 years). JPDVX (0.80) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JPDVX (63.00). 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 : 2.65 vs. JPDVX (1.48). RLBFX return over 5 years is better than : 38.55 vs. JPDVX (14.35).
| JPDVX | RLBFX | JPDVX / RLBFX | |
| Total Expense Ratio | 0.65 | 0.30 | 217% |
| Annual Report Gross Expense Ratio | 0.80 | 0.30 | 267% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -2.993 | -2.128 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 434M | 229B | 0% |
| Annual Yield % from dividends | 2.66 | 2.26 | 118% |
| Returns for 1 year | 1.48 | 2.65 | 56% |
| Returns for 3 years | 4.41 | 12.24 | 36% |
| Returns for 5 years | 14.35 | 38.55 | 37% |
| Returns for 10 years | 4.80 | 50.06 | 10% |
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