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JPDVX vs RLBGX
JPDVX vs RLBGX Comparison
Open Charts JPDVX vs RLBGX
JPMorgan Diversified L
Price$16.27
Change-$0.06 (-0.37%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.14
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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JPDVX vs RLBGX Comparison Chart
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JPDVX vs. RLBGX commentary
Sep 21, 2024
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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. JPDVX (487M). RLBGX pays higher dividends than JPDVX: RLBGX (2.55) vs JPDVX (1.25). JPDVX was incepted earlier than RLBGX: JPDVX (31 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JPDVX (94.00). RLBGX has a lower initial minimum investment than JPDVX: RLBGX (250) vs JPDVX (3000000). RLBGX annual gain was more profitable for investors over the last year : 24.80 vs. JPDVX (23.36). RLBGX return over 5 years is better than : 41.00 vs. JPDVX (5.27).
| JPDVX | RLBGX | JPDVX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 15 years | - |
| Gain YTD | 12.042 | 14.291 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 236B | 0% |
| Annual Yield % from dividends | 1.25 | 2.55 | 49% |
| Returns for 1 year | 23.36 | 24.80 | 94% |
| Returns for 3 years | -9.88 | 15.69 | -63% |
| Returns for 5 years | 5.27 | 41.00 | 13% |
| Returns for 10 years | 12.22 | 56.90 | 21% |
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