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JDVCX vs RLBEX
JDVCX vs RLBEX Comparison
Open Charts JDVCX vs RLBEX
JPMorgan Diversified C
Price$16.59
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets489.34M
American Funds American Balanced R4
Price$38.33
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
JDVCX vs RLBEX Comparison Chart in %
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JDVCX vs. RLBEX commentary
Sep 27, 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. JDVCX (489M). JDVCX (1.84) and RLBEX (1.79) have matching dividends . JDVCX was incepted earlier than RLBEX: JDVCX (23 years) vs RLBEX (23 years). JDVCX (1.74) is less costly to investors than RLBEX (0.59). JDVCX is a more actively managed with annual turnover of: 63.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than JDVCX: RLBEX (250) vs JDVCX (1000). RLBEX annual gain was more profitable for investors over the last year : 7.79 vs. JDVCX (6.52). RLBEX return over 5 years is better than : 44.03 vs. JDVCX (8.41).
| JDVCX | RLBEX | JDVCX / RLBEX | |
| Total Expense Ratio | 1.46 | 0.59 | 247% |
| Annual Report Gross Expense Ratio | 1.74 | 0.59 | 295% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 10.372 | 12.835 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 263B | 0% |
| Annual Yield % from dividends | 1.84 | 1.79 | 103% |
| Returns for 1 year | 6.52 | 7.79 | 84% |
| Returns for 3 years | 35.18 | 50.92 | 69% |
| Returns for 5 years | 8.41 | 44.03 | 19% |
| Returns for 10 years | 21.11 | 84.52 | 25% |
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