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JDVCX vs RLBCX
JDVCX vs RLBCX Comparison
Open Charts JDVCX vs RLBCX
JPMorgan Diversified C
Price$15.28
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets422.32M
American Funds American Balanced R3
Price$38.09
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
JDVCX vs RLBCX Comparison Chart in %
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JDVCX vs. RLBCX commentary
Jan 15, 2026
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 JDVCX is a Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. JDVCX (422M). JDVCX pays higher dividends than RLBCX: JDVCX (2.03) vs RLBCX (1.66). JDVCX was incepted earlier than RLBCX: JDVCX (23 years) vs RLBCX (24 years). JDVCX (1.79) is less costly to investors than RLBCX (0.89). JDVCX is a more actively managed with annual turnover of: 83.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JDVCX: RLBCX (250) vs JDVCX (1000). RLBCX annual gain was more profitable for investors over the last year : 13.88 vs. JDVCX (3.38). RLBCX return over 5 years is better than : 34.83 vs. JDVCX (-6.24).
| JDVCX | RLBCX | JDVCX / RLBCX | |
| Total Expense Ratio | 1.46 | 0.89 | 164% |
| Annual Report Gross Expense Ratio | 1.79 | 0.89 | 201% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 1.326 | 2.337 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 270B | 0% |
| Annual Yield % from dividends | 2.03 | 1.66 | 122% |
| Returns for 1 year | 3.38 | 13.88 | 24% |
| Returns for 3 years | 21.05 | 36.44 | 58% |
| Returns for 5 years | -6.24 | 34.83 | -18% |
| Returns for 10 years | 18.68 | 85.36 | 22% |
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