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JDVAX vs RLBFX
JDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFX
JPMorgan Diversified A
Price$16.72
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets483.42M
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
JDVAX vs RLBFX Comparison Chart in %
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JDVAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 259B vs. JDVAX (483M). JDVAX pays higher dividends than RLBFX: JDVAX (2.31) vs RLBFX (2.05). JDVAX was incepted earlier than RLBFX: JDVAX (22 years) vs RLBFX (23 years). JDVAX (1.26) is less costly to investors than RLBFX (0.29). JDVAX is a more actively managed with annual turnover of: 63.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JDVAX: RLBFX (250) vs JDVAX (1000). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. JDVAX (8.60). RLBFX return over 5 years is better than : 41.46 vs. JDVAX (7.13).
| JDVAX | RLBFX | JDVAX / RLBFX | |
| Total Expense Ratio | 0.96 | 0.29 | 331% |
| Annual Report Gross Expense Ratio | 1.26 | 0.29 | 434% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 9.613 | 11.562 | 83% |
| 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 | 2.05 | 113% |
| Returns for 1 year | 8.60 | 10.28 | 84% |
| Returns for 3 years | 29.21 | 40.92 | 71% |
| Returns for 5 years | 7.13 | 41.46 | 17% |
| Returns for 10 years | 21.60 | 78.40 | 28% |
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