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JDVCX vs RLBFX
JDVCX vs RLBFX Comparison
Open Charts JDVCX vs RLBFX
JPMorgan Diversified C
Price$16.68
Change-$0.21 (-1.24%)
VolumeN/A
Net Assets419.51M
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
JDVCX vs RLBFX Comparison Chart in %
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JDVCX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. JDVCX (420M). JDVCX pays higher dividends than RLBFX: JDVCX (2.13) vs RLBFX (1.97). JDVCX was incepted earlier than RLBFX: JDVCX (23 years) vs RLBFX (24 years). JDVCX (1.74) is less costly to investors than RLBFX (0.29). JDVCX is a more actively managed with annual turnover of: 83.00 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 : 10.28 vs. JDVCX (8.67). RLBFX return over 5 years is better than : 43.06 vs. JDVCX (2.20).
| 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 | 24 years | - |
| Gain YTD | 12.604 | 16.507 | 76% |
| 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 | 1.97 | 108% |
| Returns for 1 year | 8.67 | 10.28 | 84% |
| Returns for 3 years | 30.55 | 44.74 | 68% |
| Returns for 5 years | 2.20 | 43.06 | 5% |
| Returns for 10 years | 18.79 | 81.39 | 23% |
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