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JDVAX vs RLBCX
JDVAX vs RLBCX Comparison
Open Charts JDVAX vs RLBCX
JPMorgan Diversified A
Price$15.51
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets424.9M
American Funds American Balanced R3
Price$38.09
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
JDVAX vs RLBCX Comparison Chart in %
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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.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. JDVAX (425M). 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 (4.53). RLBCX return over 5 years is better than : 34.46 vs. JDVAX (-4.39).
| JDVAX | RLBCX | JDVAX / RLBCX | |
| Total Expense Ratio | 0.96 | 0.89 | 108% |
| Annual Report Gross Expense Ratio | 1.29 | 0.89 | 145% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 1.503 | 2.499 | 60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 425M | 270B | 0% |
| Annual Yield % from dividends | 2.47 | 1.66 | 149% |
| Returns for 1 year | 4.53 | 14.26 | 32% |
| Returns for 3 years | 23.34 | 36.66 | 64% |
| Returns for 5 years | -4.39 | 34.46 | -13% |
| Returns for 10 years | 25.05 | 85.65 | 29% |
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