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JPDVX vs RLBFX
JPDVX vs RLBFX Comparison
Open Charts JPDVX vs RLBFX
JPMorgan Diversified L
Price$16.58
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets470.63M
American Funds American Balanced R5
Price$37.13
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
JPDVX vs RLBFX Comparison Chart in %
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JPDVX vs. RLBFX commentary
Aug 07, 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: 252B vs. JPDVX (471M). JPDVX pays higher dividends than RLBFX: JPDVX (2.63) vs RLBFX (2.08). 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). JPDVX (11.64) and RLBFX (11.12) have marching annual gain over last year. RLBFX return over 5 years is better than : 38.36 vs. JPDVX (7.64).
| 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 | 7.689 | 8.779 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 2.63 | 2.08 | 126% |
| Returns for 1 year | 11.64 | 11.12 | 105% |
| Returns for 3 years | 22.54 | 32.24 | 70% |
| Returns for 5 years | 7.64 | 38.36 | 20% |
| Returns for 10 years | 18.17 | 67.86 | 27% |
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