Interact to see
Advertisement
Advertisement
JDVAX vs RLBGX
JDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGX
JPMorgan Diversified A
Price$16.37
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets470.57M
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JDVAX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVAX vs. RLBGX commentary
Jul 07, 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: 252B vs. JDVAX (471M). 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 annual gain was more profitable for investors over the last year : 8.24 vs. JDVAX (7.76). RLBGX return over 5 years is better than : 43.50 vs. JDVAX (11.90).
| 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 | 7.319 | 8.259 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 2.36 | 2.15 | 110% |
| Returns for 1 year | 7.76 | 8.24 | 94% |
| Returns for 3 years | 25.76 | 36.31 | 71% |
| Returns for 5 years | 11.90 | 43.50 | 27% |
| Returns for 10 years | 14.33 | 68.54 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JULZ | 43.86 | 0.20 | +0.46% |
| Trueshares Structured Outcome July ETF | |||
| APRW | 33.44 | 0.05 | +0.16% |
| AllianzIM US Large Cap Buffer20 Apr ETF | |||
| PDT | 13.34 | 0.01 | +0.08% |
| John Hancock Premium Dividend Fund | |||
| FEBU | 25.75 | N/A | N/A |
| AllianzIM U.S. Equity Buffer15 UncFebETF | |||
| TLH | 100.29 | -0.44 | -0.44% |
| iShares 10-20 Year Treasury Bond ETF | |||