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JDVCX vs RLBCX
JDVCX vs RLBCX Comparison
Open Charts JDVCX vs RLBCX
JPMorgan Diversified C
Price$16.68
Change-$0.21 (-1.24%)
VolumeN/A
Net Assets419.51M
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
JDVCX vs RLBCX Comparison Chart in %
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JDVCX vs. RLBCX 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 JDVCX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. JDVCX (420M). JDVCX pays higher dividends than RLBCX: JDVCX (2.13) vs RLBCX (1.46). JDVCX was incepted earlier than RLBCX: JDVCX (23 years) vs RLBCX (23 years). JDVCX (1.74) 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). JDVCX (8.67) and RLBCX (8.39) have marching annual gain over last year. RLBCX return over 5 years is better than : 37.74 vs. JDVCX (2.20).
| JDVCX | RLBCX | JDVCX / RLBCX | |
| Total Expense Ratio | 1.46 | 0.89 | 164% |
| Annual Report Gross Expense Ratio | 1.74 | 0.89 | 196% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 12.604 | 14.512 | 87% |
| Front Load | N/A | 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 | 2.13 | 1.46 | 145% |
| Returns for 1 year | 8.67 | 8.39 | 103% |
| Returns for 3 years | 30.55 | 41.39 | 74% |
| Returns for 5 years | 2.20 | 37.74 | 6% |
| Returns for 10 years | 18.79 | 70.87 | 27% |
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