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JDVAX vs RLBEX
JDVAX vs RLBEX Comparison
Open Charts JDVAX vs RLBEX
JPMorgan Diversified A
Price$17.03
Change-$0.12 (-0.70%)
VolumeN/A
Net Assets420.32M
American Funds American Balanced R4
Price$39.66
Change-$0.50 (-1.25%)
VolumeN/A
Net Assets269.37B
JDVAX vs RLBEX Comparison Chart in %
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JDVAX vs. RLBEX commentary
Dec 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 Buy and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. JDVAX (420M). JDVAX pays higher dividends than RLBEX: JDVAX (2.57) vs RLBEX (1.68). JDVAX was incepted earlier than RLBEX: JDVAX (23 years) vs RLBEX (23 years). JDVAX (1.29) is less costly to investors than RLBEX (0.59). JDVAX is a more actively managed with annual turnover of: 83.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than JDVAX: RLBEX (250) vs JDVAX (1000). RLBEX annual gain was more profitable for investors over the last year : 10.62 vs. JDVAX (7.57). RLBEX return over 5 years is better than : 40.75 vs. JDVAX (1.68).
| JDVAX | RLBEX | JDVAX / RLBEX | |
| Total Expense Ratio | 0.96 | 0.59 | 163% |
| Annual Report Gross Expense Ratio | 1.29 | 0.59 | 219% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 13.334 | 18.222 | 73% |
| 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 | 2.57 | 1.68 | 153% |
| Returns for 1 year | 7.57 | 10.62 | 71% |
| Returns for 3 years | 30.95 | 43.81 | 71% |
| Returns for 5 years | 1.68 | 40.75 | 4% |
| Returns for 10 years | 26.47 | 83.03 | 32% |
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