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JPDVX vs RLBGX
JPDVX vs RLBGX Comparison
Open Charts JPDVX vs RLBGX
JPMorgan Diversified L
Price$16.06
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets465.13M
American Funds American Balanced R6
Price$35.80
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
JPDVX vs RLBGX Comparison Chart
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JPDVX vs. RLBGX commentary
Jun 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 243B vs. JPDVX (465M). JPDVX pays higher dividends than RLBGX: JPDVX (2.59) vs RLBGX (2.23). 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 : 7.34 vs. JPDVX (6.12). RLBGX return over 5 years is better than : 36.58 vs. JPDVX (9.42).
| 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 | 4.191 | 4.750 | 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 | 465M | 243B | 0% |
| Annual Yield % from dividends | 2.59 | 2.23 | 116% |
| Returns for 1 year | 6.12 | 7.34 | 83% |
| Returns for 3 years | 16.40 | 24.05 | 68% |
| Returns for 5 years | 9.42 | 36.58 | 26% |
| Returns for 10 years | 13.89 | 62.29 | 22% |
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