Interact to see
Advertisement
Advertisement
JDVCX vs RLBFX
JDVCX vs RLBFX Comparison
Open Charts JDVCX vs RLBFX
JPMorgan Diversified C
Price$16.59
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets489.34M
American Funds American Balanced R5
Price$38.46
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
JDVCX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVCX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. JDVCX (489M). RLBFX pays higher dividends than JDVCX: RLBFX (2.05) vs JDVCX (1.84). JDVCX was incepted earlier than RLBFX: JDVCX (23 years) vs RLBFX (23 years). JDVCX (1.74) is less costly to investors than RLBFX (0.29). JDVCX is a more actively managed with annual turnover of: 63.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JDVCX: RLBFX (250) vs JDVCX (1000). RLBFX annual gain was more profitable for investors over the last year : 8.11 vs. JDVCX (6.52). RLBFX return over 5 years is better than : 45.92 vs. JDVCX (8.41).
| JDVCX | RLBFX | JDVCX / RLBFX | |
| Total Expense Ratio | 1.46 | 0.29 | 503% |
| Annual Report Gross Expense Ratio | 1.74 | 0.29 | 600% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 10.372 | 13.067 | 79% |
| 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 | 2.05 | 90% |
| Returns for 1 year | 6.52 | 8.11 | 80% |
| Returns for 3 years | 35.18 | 52.22 | 67% |
| Returns for 5 years | 8.41 | 45.92 | 18% |
| Returns for 10 years | 21.11 | 85.61 | 25% |