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JDVAX vs RLBGX
JDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGX
JPMorgan Diversified A
Price$15.51
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets421.42M
American Funds American Balanced R6
Price$37.70
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JDVAX vs RLBGX Comparison Chart in %
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JDVAX vs. RLBGX commentary
Dec 28, 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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. JDVAX (421M). JDVAX pays higher dividends than RLBGX: JDVAX (2.57) vs RLBGX (1.98). JDVAX was incepted earlier than RLBGX: JDVAX (23 years) vs RLBGX (17 years). JDVAX (1.29) is less costly to investors than RLBGX (0.25). JDVAX is a more actively managed with annual turnover of: 83.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than JDVAX: RLBGX (250) vs JDVAX (1000). RLBGX annual gain was more profitable for investors over the last year : 9.38 vs. JDVAX (1.17). RLBGX return over 5 years is better than : 36.61 vs. JDVAX (-2.35).
| JDVAX | RLBGX | JDVAX / RLBGX | |
| Total Expense Ratio | 0.96 | 0.25 | 384% |
| Annual Report Gross Expense Ratio | 1.29 | 0.25 | 516% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 2.496 | 11.005 | 23% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 269B | 0% |
| Annual Yield % from dividends | 2.57 | 1.98 | 130% |
| Returns for 1 year | 1.17 | 9.38 | 12% |
| Returns for 3 years | 26.98 | 39.39 | 68% |
| Returns for 5 years | -2.35 | 36.61 | -6% |
| Returns for 10 years | 14.81 | 76.97 | 19% |
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