JDVCX
Price
$15.28
Change
-$0.03 (-0.20%)
Updated
Jan 14 closing price
Net Assets
422.32M
RLBEX
Price
$38.29
Change
-$0.06 (-0.16%)
Updated
Jan 14 closing price
Net Assets
269.72B
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JDVCX vs RLBEX

Header iconJDVCX vs RLBEX Comparison
Open Charts JDVCX vs RLBEXBanner chart's image
JPMorgan Diversified C
Price$15.28
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets422.32M
American Funds American Balanced R4
Price$38.29
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
JDVCX vs RLBEX Comparison Chart in %
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JDVCX vs. RLBEX 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 RLBEX is a Hold.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. JDVCX (422M). JDVCX pays higher dividends than RLBEX: JDVCX (2.03) vs RLBEX (1.92). JDVCX was incepted earlier than RLBEX: JDVCX (23 years) vs RLBEX (24 years). JDVCX (1.79) 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 : 14.23 vs. JDVCX (3.38). RLBEX return over 5 years is better than : 36.62 vs. JDVCX (-6.24).
JDVCXRLBEXJDVCX / RLBEX
Total Expense Ratio1.460.59247%
Annual Report Gross Expense Ratio1.790.59303%
Fund Existence23 years24 years-
Gain YTD1.3262.35256%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets422M270B0%
Annual Yield % from dividends2.031.92105%
Returns for 1 year3.3814.2324%
Returns for 3 years21.0537.7756%
Returns for 5 years-6.2436.62-17%
Returns for 10 years18.6891.5220%
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