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JDVAX vs RLBFX
JDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFX
JPMorgan Diversified A
Price$16.90
Change-$0.21 (-1.23%)
VolumeN/A
Net Assets419.51M
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
JDVAX vs RLBFX Comparison Chart in %
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JDVAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. JDVAX (420M). JDVAX pays higher dividends than RLBFX: JDVAX (2.58) vs RLBFX (1.97). JDVAX was incepted earlier than RLBFX: JDVAX (23 years) vs RLBFX (24 years). JDVAX (1.26) is less costly to investors than RLBFX (0.29). JDVAX is a more actively managed with annual turnover of: 83.00 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 (9.25). RLBFX return over 5 years is better than : 43.06 vs. JDVAX (4.67).
| JDVAX | RLBFX | JDVAX / RLBFX | |
| Total Expense Ratio | 0.96 | 0.29 | 331% |
| Annual Report Gross Expense Ratio | 1.26 | 0.29 | 434% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 13.070 | 16.507 | 79% |
| 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 | 1.97 | 131% |
| Returns for 1 year | 9.25 | 10.28 | 90% |
| Returns for 3 years | 32.47 | 44.74 | 73% |
| Returns for 5 years | 4.67 | 43.06 | 11% |
| Returns for 10 years | 24.68 | 81.39 | 30% |
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