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JPDVX vs RLBGX
JPDVX vs RLBGX Comparison
Open Charts JPDVX vs RLBGX
JPMorgan Diversified L
Price$14.72
Change-$0.27 (-1.80%)
VolumeN/A
Net Assets434.45M
American Funds American Balanced R6
Price$32.78
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
JPDVX vs RLBGX Comparison Chart
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JPDVX vs. RLBGX commentary
Apr 11, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 229B vs. JPDVX (434M). JPDVX pays higher dividends than RLBGX: JPDVX (2.66) vs RLBGX (2.31). JPDVX was incepted earlier than RLBGX: JPDVX (32 years) vs RLBGX (16 years). JPDVX (0.80) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JPDVX (63.00). 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 : 2.70 vs. JPDVX (1.48). RLBGX return over 5 years is better than : 38.78 vs. JPDVX (14.35).
| JPDVX | RLBGX | JPDVX / RLBGX | |
| Total Expense Ratio | 0.65 | 0.25 | 260% |
| Annual Report Gross Expense Ratio | 0.80 | 0.25 | 320% |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | -2.993 | -2.118 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 434M | 229B | 0% |
| Annual Yield % from dividends | 2.66 | 2.31 | 115% |
| Returns for 1 year | 1.48 | 2.70 | 55% |
| Returns for 3 years | 4.41 | 12.35 | 36% |
| Returns for 5 years | 14.35 | 38.78 | 37% |
| Returns for 10 years | 4.80 | 50.43 | 10% |
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