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JDVAX vs RLBGX
JDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGX
JPMorgan Diversified A
Price$17.01
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets419.09M
American Funds American Balanced R6
Price$39.79
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
JDVAX vs RLBGX Comparison Chart in %
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JDVAX vs. RLBGX 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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 271B vs. JDVAX (419M). 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 (1.26) 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 : 9.66 vs. JDVAX (6.57). RLBGX return over 5 years is better than : 41.12 vs. JDVAX (0.95).
| JDVAX | RLBGX | JDVAX / RLBGX | |
| Total Expense Ratio | 0.96 | 0.25 | 384% |
| Annual Report Gross Expense Ratio | 1.26 | 0.25 | 504% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 12.144 | 16.953 | 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 | 1.98 | 130% |
| Returns for 1 year | 6.57 | 9.66 | 68% |
| Returns for 3 years | 28.28 | 41.58 | 68% |
| Returns for 5 years | 0.95 | 41.12 | 2% |
| Returns for 10 years | 21.32 | 78.24 | 27% |
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