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JDVAX vs RLBEX
JDVAX vs RLBEX Comparison
Open Charts JDVAX vs RLBEX
JPMorgan Diversified A
Price$16.72
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets483.42M
American Funds American Balanced R4
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
JDVAX vs RLBEX Comparison Chart in %
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JDVAX vs. RLBEX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 259B vs. JDVAX (483M). JDVAX pays higher dividends than RLBEX: JDVAX (2.31) vs RLBEX (1.79). JDVAX was incepted earlier than RLBEX: JDVAX (22 years) vs RLBEX (23 years). JDVAX (1.26) is less costly to investors than RLBEX (0.59). JDVAX is a more actively managed with annual turnover of: 63.00 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 : 9.94 vs. JDVAX (8.60). RLBEX return over 5 years is better than : 39.68 vs. JDVAX (7.13).
| JDVAX | RLBEX | JDVAX / RLBEX | |
| Total Expense Ratio | 0.96 | 0.59 | 163% |
| Annual Report Gross Expense Ratio | 1.26 | 0.59 | 214% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 9.613 | 11.352 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 259B | 0% |
| Annual Yield % from dividends | 2.31 | 1.79 | 129% |
| Returns for 1 year | 8.60 | 9.94 | 87% |
| Returns for 3 years | 29.21 | 39.85 | 73% |
| Returns for 5 years | 7.13 | 39.68 | 18% |
| Returns for 10 years | 21.60 | 77.45 | 28% |
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