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JDVAX vs RLBCX
JDVAX vs RLBCX Comparison
Open Charts JDVAX vs RLBCX
JPMorgan Diversified A
Price$15.50
Change-$1.40 (-8.28%)
VolumeN/A
Net Assets421.62M
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
JDVAX vs RLBCX Comparison Chart in %
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JDVAX vs. RLBCX commentary
Feb 04, 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 Buy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. JDVAX (422M). JDVAX pays higher dividends than RLBCX: JDVAX (2.44) vs RLBCX (1.62). 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 : 10.97 vs. JDVAX (1.02). RLBCX return over 5 years is better than : 33.82 vs. JDVAX (-5.17).
| 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 | 1.307 | 2.445 | 53% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 270B | 0% |
| Annual Yield % from dividends | 2.44 | 1.62 | 151% |
| Returns for 1 year | 1.02 | 10.97 | 9% |
| Returns for 3 years | 21.20 | 35.49 | 60% |
| Returns for 5 years | -5.17 | 33.82 | -15% |
| Returns for 10 years | 25.41 | 84.49 | 30% |
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