Interact to see
Advertisement
Advertisement
JDVAX vs RLBCX
JDVAX vs RLBCX Comparison
Open Charts JDVAX vs RLBCX
JPMorgan Diversified A
Price$17.01
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets419.09M
American Funds American Balanced R3
Price$39.46
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
JDVAX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVAX vs. RLBCX commentary
Dec 04, 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 Buy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 271B vs. JDVAX (419M). JDVAX pays higher dividends than RLBCX: JDVAX (2.57) vs RLBCX (1.44). JDVAX was incepted earlier than RLBCX: JDVAX (23 years) vs RLBCX (24 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 annual gain was more profitable for investors over the last year : 8.93 vs. JDVAX (6.57). RLBCX return over 5 years is better than : 37.26 vs. JDVAX (0.95).
| 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 | 24 years | - |
| Gain YTD | 12.144 | 16.253 | 75% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 419M | 271B | 0% |
| Annual Yield % from dividends | 2.57 | 1.44 | 179% |
| Returns for 1 year | 6.57 | 8.93 | 74% |
| Returns for 3 years | 28.28 | 39.00 | 73% |
| Returns for 5 years | 0.95 | 37.26 | 3% |
| Returns for 10 years | 21.32 | 71.11 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement