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JPDVX vs RLBGX
JPDVX vs RLBGX Comparison
Open Charts JPDVX vs RLBGX
JPMorgan Diversified L
Price$16.37
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets465.87M
American Funds American Balanced R6
Price$36.83
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
JPDVX vs RLBGX Comparison Chart in %
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JPDVX vs. RLBGX commentary
Jul 17, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 251B vs. JPDVX (466M). JPDVX pays higher dividends than RLBGX: JPDVX (2.64) vs RLBGX (2.15). 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). JPDVX is a more actively managed with annual turnover of: 63.00 vs. RLBGX (44.00). 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 : 6.00 vs. JPDVX (5.24). RLBGX return over 5 years is better than : 40.62 vs. JPDVX (9.69).
| 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 | 6.451 | 8.054 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 466M | 251B | 0% |
| Annual Yield % from dividends | 2.64 | 2.15 | 123% |
| Returns for 1 year | 5.24 | 6.00 | 87% |
| Returns for 3 years | 25.73 | 36.43 | 71% |
| Returns for 5 years | 9.69 | 40.62 | 24% |
| Returns for 10 years | 15.22 | 65.27 | 23% |
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