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JPDVX vs RLBFX
JPDVX vs RLBFX Comparison
Open Charts JPDVX vs RLBFX
JPMorgan Diversified L
Price$15.76
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets464.38M
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
JPDVX vs RLBFX Comparison Chart
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JPDVX vs. RLBFX commentary
Jan 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. JPDVX (464M). 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 : 12.61 vs. JPDVX (11.64). RLBFX return over 5 years is better than : 31.46 vs. JPDVX (3.14).
| 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 | 1.481 | 1.948 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 240B | 0% |
| Annual Yield % from dividends | 1.25 | 2.50 | 50% |
| Returns for 1 year | 11.64 | 12.61 | 92% |
| Returns for 3 years | 2.69 | 13.10 | 21% |
| Returns for 5 years | 3.14 | 31.46 | 10% |
| Returns for 10 years | 13.95 | 58.66 | 24% |
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