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JDVAX vs RLBCX
JDVAX vs RLBCX Comparison
Open Charts JDVAX vs RLBCX
JPMorgan Diversified A
Price$16.90
Change-$0.21 (-1.23%)
VolumeN/A
Net Assets419.51M
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
JDVAX vs RLBCX Comparison Chart in %
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JDVAX vs. RLBCX commentary
Nov 14, 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 JDVAX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. JDVAX (420M). JDVAX pays higher dividends than RLBCX: JDVAX (2.58) vs RLBCX (1.46). JDVAX was incepted earlier than RLBCX: JDVAX (23 years) vs RLBCX (23 years). JDVAX (1.26) 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 (9.58) and JDVAX (9.25) have marching annual gain over last year. RLBCX return over 5 years is better than : 39.44 vs. JDVAX (4.67).
| JDVAX | RLBCX | JDVAX / RLBCX | |
| Total Expense Ratio | 0.96 | 0.89 | 108% |
| Annual Report Gross Expense Ratio | 1.26 | 0.89 | 142% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 13.070 | 15.928 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 420M | 269B | 0% |
| Annual Yield % from dividends | 2.58 | 1.46 | 176% |
| Returns for 1 year | 9.25 | 9.58 | 97% |
| Returns for 3 years | 32.47 | 42.30 | 77% |
| Returns for 5 years | 4.67 | 39.44 | 12% |
| Returns for 10 years | 24.68 | 74.61 | 33% |
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