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JPDVX vs RLBFX
JPDVX vs RLBFX Comparison
Open Charts JPDVX vs RLBFX
JPMorgan Diversified L
Price$16.89
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets481.56M
American Funds American Balanced R5
Price$37.82
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets255.46B
JPDVX vs RLBFX Comparison Chart in %
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JPDVX vs. RLBFX commentary
Aug 29, 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: 255B vs. JPDVX (482M). 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). RLBFX annual gain was more profitable for investors over the last year : 8.40 vs. JPDVX (7.78). RLBFX return over 5 years is better than : 39.12 vs. JPDVX (6.97).
| 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 | 9.775 | 10.801 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 255B | 0% |
| Annual Yield % from dividends | 2.63 | 2.08 | 126% |
| Returns for 1 year | 7.78 | 8.40 | 93% |
| Returns for 3 years | 27.42 | 36.67 | 75% |
| Returns for 5 years | 6.97 | 39.12 | 18% |
| Returns for 10 years | 25.40 | 77.18 | 33% |
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