Interact to see
Advertisement
Advertisement
JPDVX vs RLBFX
JPDVX vs RLBFX Comparison
Open Charts JPDVX vs RLBFX
JPMorgan Diversified L
Price$16.93
Change+$0.16 (+0.95%)
VolumeN/A
Net Assets485.43M
American Funds American Balanced R5
Price$38.98
Change+$0.57 (+1.48%)
VolumeN/A
Net Assets261.29B
JPDVX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JPDVX vs. RLBFX commentary
Oct 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 261B vs. JPDVX (485M). JPDVX pays higher dividends than RLBFX: JPDVX (2.87) vs RLBFX (2.00). 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: 83.00 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 : 8.89 vs. JPDVX (6.40). RLBFX return over 5 years is better than : 43.33 vs. JPDVX (6.98).
| 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 | 10.274 | 14.596 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 261B | 0% |
| Annual Yield % from dividends | 2.87 | 2.00 | 144% |
| Returns for 1 year | 6.40 | 8.89 | 72% |
| Returns for 3 years | 39.37 | 54.62 | 72% |
| Returns for 5 years | 6.98 | 43.33 | 16% |
| Returns for 10 years | 23.99 | 78.27 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XSMO | 72.06 | 1.29 | +1.82% |
| Invesco S&P SmallCap Momentum ETF | |||
| USOI | 49.26 | 0.42 | +0.87% |
| UBS ETRACS Crude Oil Shares Cov Cll ETN | |||
| FLMB | 23.79 | 0.03 | +0.13% |
| Franklin Municipal Green Bond ETF | |||
| KMAY | 27.45 | N/A | N/A |
| Innovator U.S. Small Cp Pwr Buf ETF -May | |||
| EFZ | 13.41 | -0.06 | -0.42% |
| ProShares Short MSCI EAFE | |||