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JDVAX vs RLBFX
JDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFX
JPMorgan Diversified A
Price$15.50
Change-$1.40 (-8.28%)
VolumeN/A
Net Assets421.62M
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
JDVAX vs RLBFX Comparison Chart in %
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JDVAX vs. RLBFX commentary
Feb 04, 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 Buy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. JDVAX (422M). JDVAX pays higher dividends than RLBFX: JDVAX (2.44) vs RLBFX (2.13). JDVAX was incepted earlier than RLBFX: JDVAX (23 years) vs RLBFX (24 years). JDVAX (1.29) 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 : 11.69 vs. JDVAX (1.02). RLBFX return over 5 years is better than : 37.38 vs. JDVAX (-5.17).
| JDVAX | RLBFX | JDVAX / RLBFX | |
| Total Expense Ratio | 0.96 | 0.29 | 331% |
| Annual Report Gross Expense Ratio | 1.29 | 0.29 | 445% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 1.307 | 2.503 | 52% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 270B | 0% |
| Annual Yield % from dividends | 2.44 | 2.13 | 114% |
| Returns for 1 year | 1.02 | 11.69 | 9% |
| Returns for 3 years | 21.20 | 38.02 | 56% |
| Returns for 5 years | -5.17 | 37.38 | -14% |
| Returns for 10 years | 25.41 | 91.94 | 28% |
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