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JDVAX vs RLBGX
JDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGX
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.
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).
| 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 | 7.974 | 9.022 | 88% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 254B | 0% |
| Annual Yield % from dividends | 2.36 | 2.15 | 110% |
| Returns for 1 year | 9.26 | 9.32 | 99% |
| Returns for 3 years | 21.62 | 32.21 | 67% |
| Returns for 5 years | 7.52 | 40.11 | 19% |
| Returns for 10 years | 14.00 | 67.15 | 21% |