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JDVAX vs RLBFX
JDVAX vs RLBFX Comparison
Open Charts JDVAX vs RLBFX
JPMorgan Diversified A
Price$17.01
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets419.09M
American Funds American Balanced R5
Price$39.83
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
JDVAX vs RLBFX Comparison Chart in %
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JDVAX vs. RLBFX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 271B vs. JDVAX (419M). JDVAX pays higher dividends than RLBFX: JDVAX (2.57) vs RLBFX (1.93). 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 : 9.63 vs. JDVAX (6.57). RLBFX return over 5 years is better than : 40.86 vs. JDVAX (0.95).
| 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 | 12.144 | 16.889 | 72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 419M | 271B | 0% |
| Annual Yield % from dividends | 2.57 | 1.93 | 133% |
| Returns for 1 year | 6.57 | 9.63 | 68% |
| Returns for 3 years | 28.28 | 41.38 | 68% |
| Returns for 5 years | 0.95 | 40.86 | 2% |
| Returns for 10 years | 21.32 | 77.79 | 27% |
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