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JDVAX vs RLBGX
JDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGX
JPMorgan Diversified A
Price$16.90
Change-$0.21 (-1.23%)
VolumeN/A
Net Assets419.51M
American Funds American Balanced R6
Price$39.11
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
JDVAX vs RLBGX Comparison Chart in %
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JDVAX vs. RLBGX commentary
Nov 14, 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 Hold and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. JDVAX (420M). JDVAX pays higher dividends than RLBGX: JDVAX (2.58) vs RLBGX (2.01). 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 : 10.35 vs. JDVAX (9.25). RLBGX return over 5 years is better than : 43.37 vs. JDVAX (4.67).
| 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 | 13.070 | 16.570 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 420M | 269B | 0% |
| Annual Yield % from dividends | 2.58 | 2.01 | 128% |
| Returns for 1 year | 9.25 | 10.35 | 89% |
| Returns for 3 years | 32.47 | 44.95 | 72% |
| Returns for 5 years | 4.67 | 43.37 | 11% |
| Returns for 10 years | 24.68 | 81.84 | 30% |