JDVAX
Price
$15.51
Change
-$0.02 (-0.13%)
Updated
Jan 14 closing price
Net Assets
422.32M
RLBEX
Price
$38.29
Change
-$0.06 (-0.16%)
Updated
Jan 14 closing price
Net Assets
269.72B
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JDVAX vs RLBEX

Header iconJDVAX vs RLBEX Comparison
Open Charts JDVAX vs RLBEXBanner chart's image
JPMorgan Diversified A
Price$15.51
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets422.32M
American Funds American Balanced R4
Price$38.29
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
JDVAX vs RLBEX Comparison Chart in %
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JDVAX vs. RLBEX commentary
Jan 15, 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 Hold and RLBEX is a Hold.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. JDVAX (422M). JDVAX pays higher dividends than RLBEX: JDVAX (2.47) vs RLBEX (1.92). JDVAX was incepted earlier than RLBEX: JDVAX (23 years) vs RLBEX (24 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 : 14.64 vs. JDVAX (4.12). RLBEX return over 5 years is better than : 36.21 vs. JDVAX (-3.86).
JDVAXRLBEXJDVAX / RLBEX
Total Expense Ratio0.960.59163%
Annual Report Gross Expense Ratio1.290.59219%
Fund Existence23 years24 years-
Gain YTD1.3732.51355%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets422M270B0%
Annual Yield % from dividends2.471.92129%
Returns for 1 year4.1214.6428%
Returns for 3 years23.1837.9961%
Returns for 5 years-3.8636.21-11%
Returns for 10 years24.8991.8227%
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