Interact to see
Advertisement
Advertisement
JDVAX vs RLBEX
JDVAX vs RLBEX Comparison
Open Charts JDVAX vs RLBEX
JPMorgan Diversified A
Price$16.90
Change-$0.21 (-1.23%)
VolumeN/A
Net Assets419.51M
American Funds American Balanced R4
Price$38.99
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
JDVAX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVAX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. JDVAX (420M). JDVAX pays higher dividends than RLBEX: JDVAX (2.58) vs RLBEX (1.71). JDVAX was incepted earlier than RLBEX: JDVAX (23 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: 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 : 9.94 vs. JDVAX (9.25). RLBEX return over 5 years is better than : 41.28 vs. JDVAX (4.67).
| JDVAX | RLBEX | JDVAX / RLBEX | |
| Total Expense Ratio | 0.96 | 0.59 | 163% |
| Annual Report Gross Expense Ratio | 1.26 | 0.59 | 214% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 13.070 | 16.221 | 81% |
| 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 | 1.71 | 150% |
| Returns for 1 year | 9.25 | 9.94 | 93% |
| Returns for 3 years | 32.47 | 43.51 | 75% |
| Returns for 5 years | 4.67 | 41.28 | 11% |
| Returns for 10 years | 24.68 | 80.23 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RGSVX | 15.29 | 0.13 | +0.86% |
| ClearBridge Global Infrastructure Inc IS | |||
| SSCOX | 6.26 | 0.01 | +0.16% |
| Touchstone Small Company C | |||
| NZDGBP | 0.43 | N/A | N/A |
| New Zealand Dollar - United Kingdom Pound | |||
| ADCVX | 25.30 | -0.05 | -0.20% |
| American Century Disciplined Growth A | |||
| HRSRX | 88.20 | -0.36 | -0.41% |
| Hood River Small-Cap Growth Investor | |||