Interact to see
Advertisement
Advertisement
JDVAX vs RLBGX
JDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGX
JPMorgan Diversified A
Price$15.98
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets467.49M
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JDVAX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDVAX vs. RLBGX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. JDVAX (467M). JDVAX (2.30) and RLBGX (2.23) have matching dividends . 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 (5.63) and JDVAX (5.43) have marching annual gain over last year. RLBGX return over 5 years is better than : 40.35 vs. JDVAX (11.43).
| JDVAX | RLBGX | JDVAX / RLBGX | |
| Total Expense Ratio | 0.96 | 0.25 | 384% |
| Annual Report Gross Expense Ratio | 1.26 | 0.25 | 504% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 4.073 | 4.592 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 244B | 0% |
| Annual Yield % from dividends | 2.30 | 2.23 | 103% |
| Returns for 1 year | 5.43 | 5.63 | 96% |
| Returns for 3 years | 23.45 | 33.78 | 69% |
| Returns for 5 years | 11.43 | 40.35 | 28% |
| Returns for 10 years | 9.53 | 60.87 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement