JDVAX
Price
$16.47
Change
-$0.06 (-0.36%)
Updated
Jul 28 closing price
Net Assets
474.78M
RLBGX
Price
$37.16
Change
-$0.07 (-0.19%)
Updated
Jul 28 closing price
Net Assets
254.37B
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JDVAX vs RLBGX

Header iconJDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGXBanner chart's image
JPMorgan Diversified A
Price$16.47
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets474.78M
American Funds American Balanced R6
Price$37.16
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
JDVAX vs RLBGX Comparison Chart in %
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JDVAX vs. RLBGX commentary
Jul 29, 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 StrongBuy and RLBGX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. JDVAX (475M). JDVAX pays higher dividends than RLBGX: JDVAX (2.36) vs RLBGX (2.15). JDVAX was incepted earlier than RLBGX: JDVAX (22 years) vs RLBGX (16 years). JDVAX (1.26) is less costly to investors than RLBGX (0.25). JDVAX is a more actively managed with annual turnover of: 63.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than JDVAX: RLBGX (250) vs JDVAX (1000). RLBGX (9.32) and JDVAX (9.26) have marching annual gain over last year. RLBGX return over 5 years is better than : 40.11 vs. JDVAX (7.52).
JDVAXRLBGXJDVAX / RLBGX
Total Expense Ratio0.960.25384%
Annual Report Gross Expense Ratio1.260.25504%
Fund Existence22 years16 years-
Gain YTD7.9749.02288%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets475M254B0%
Annual Yield % from dividends2.362.15110%
Returns for 1 year9.269.3299%
Returns for 3 years21.6232.2167%
Returns for 5 years7.5240.1119%
Returns for 10 years14.0067.1521%
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