Interact to see
Advertisement
Advertisement
JDVAX vs RLBFX
JDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFX
JPMorgan Diversified A
Price$16.87
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets491.99M
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JDVAX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVAX vs. RLBFX commentary
Oct 19, 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: 265B vs. JDVAX (492M). JDVAX pays higher dividends than RLBFX: JDVAX (2.60) vs RLBFX (2.00). JDVAX was incepted earlier than RLBFX: JDVAX (23 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: 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 : 9.05 vs. JDVAX (7.25). RLBFX return over 5 years is better than : 43.90 vs. JDVAX (7.15).
| 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 | 23 years | - |
| Gain YTD | 11.484 | 14.890 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 492M | 265B | 0% |
| Annual Yield % from dividends | 2.60 | 2.00 | 130% |
| Returns for 1 year | 7.25 | 9.05 | 80% |
| Returns for 3 years | 37.37 | 51.85 | 72% |
| Returns for 5 years | 7.15 | 43.90 | 16% |
| Returns for 10 years | 21.57 | 78.80 | 27% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XBJA | 31.29 | 0.12 | +0.37% |
| Innovator US Eq Acclrtd 9 Bffr ETF Jan | |||
| EVT | 24.26 | 0.05 | +0.21% |
| Eaton Vance Tax-Advantaged Dividend Income Fund | |||
| IBHG | 22.45 | 0.04 | +0.19% |
| iShares® iBonds® 2027 Term HY & Inc ETF | |||
| EUM | 20.59 | 0.02 | +0.11% |
| ProShares Short MSCI Emerging Markets | |||
| LFAQ | 149.09 | N/A | N/A |
| Stone Ridge 2056 Longevity Income ETF | |||