JDVAX
Price
$15.51
Change
-$0.02 (-0.13%)
Updated
Jan 14 closing price
Net Assets
422.32M
RLBCX
Price
$38.09
Change
-$0.06 (-0.16%)
Updated
Jan 14 closing price
Net Assets
269.72B
Interact to see
Advertisement

JDVAX vs RLBCX

Header iconJDVAX vs RLBCX Comparison
Open Charts JDVAX vs RLBCXBanner chart's image
JPMorgan Diversified A
Price$15.51
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets422.32M
American Funds American Balanced R3
Price$38.09
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
JDVAX vs RLBCX Comparison Chart in %
View a ticker or compare two or three
VS
JDVAX vs. RLBCX commentary
Jan 15, 2026

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 JDVAX is a Hold and RLBCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. JDVAX (422M). JDVAX pays higher dividends than RLBCX: JDVAX (2.47) vs RLBCX (1.66). JDVAX was incepted earlier than RLBCX: JDVAX (23 years) vs RLBCX (24 years). JDVAX (1.29) is less costly to investors than RLBCX (0.89). JDVAX is a more actively managed with annual turnover of: 83.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JDVAX: RLBCX (250) vs JDVAX (1000). RLBCX annual gain was more profitable for investors over the last year : 14.26 vs. JDVAX (4.12). RLBCX return over 5 years is better than : 34.46 vs. JDVAX (-3.86).
JDVAXRLBCXJDVAX / RLBCX
Total Expense Ratio0.960.89108%
Annual Report Gross Expense Ratio1.290.89145%
Fund Existence23 years24 years-
Gain YTD1.3732.49955%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets422M270B0%
Annual Yield % from dividends2.471.66149%
Returns for 1 year4.1214.2629%
Returns for 3 years23.1836.6663%
Returns for 5 years-3.8634.46-11%
Returns for 10 years24.8985.6529%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JGSRX12.780.08
+0.63%
JHancock Global Shareholder Yield R2
HJIRX18.670.07
+0.38%
Hardman Johnston Intl Gr Fd Retl Shr
FSRFX114.50N/A
N/A
Fidelity Select Transportation
FINFX94.77-0.30
-0.32%
American Funds Fundamental Invs F2
JDWNX122.78-0.77
-0.62%
Janus Henderson Global Research N