JDVAX
Price
$16.37
Change
+$0.05 (+0.31%)
Updated
Jul 3 closing price
Net Assets
470.57M
RLBGX
Price
$36.90
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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JDVAX vs RLBGX

Header iconJDVAX vs RLBGX Comparison
Open Charts JDVAX vs RLBGXBanner chart's image
JPMorgan Diversified A
Price$16.37
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 %
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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.

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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).
JDVAXRLBGXJDVAX / RLBGX
Total Expense Ratio0.960.25384%
Annual Report Gross Expense Ratio1.260.25504%
Fund Existence22 years16 years-
Gain YTD7.3198.25989%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets471M252B0%
Annual Yield % from dividends2.362.15110%
Returns for 1 year7.768.2494%
Returns for 3 years25.7636.3171%
Returns for 5 years11.9043.5027%
Returns for 10 years14.3368.5421%
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