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JDVCX vs RLBEX
JDVCX vs RLBEX Comparison
Open Charts JDVCX vs RLBEX
JPMorgan Diversified C
Price$16.68
Change-$0.21 (-1.24%)
VolumeN/A
Net Assets419.51M
American Funds American Balanced R4
Price$38.99
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
JDVCX vs RLBEX Comparison Chart in %
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JDVCX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. JDVCX (420M). JDVCX pays higher dividends than RLBEX: JDVCX (2.13) vs RLBEX (1.71). 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: 83.00 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 : 9.94 vs. JDVCX (8.67). RLBEX return over 5 years is better than : 41.28 vs. JDVCX (2.20).
| 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 | 12.604 | 16.221 | 78% |
| 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 | 1.71 | 124% |
| Returns for 1 year | 8.67 | 9.94 | 87% |
| Returns for 3 years | 30.55 | 43.51 | 70% |
| Returns for 5 years | 2.20 | 41.28 | 5% |
| Returns for 10 years | 18.79 | 80.23 | 23% |
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