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JDVCX vs RLBGX
JDVCX vs RLBGX Comparison
Open Charts JDVCX vs RLBGX
JPMorgan Diversified C
Price$15.27
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets421.11M
American Funds American Balanced R6
Price$37.70
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JDVCX vs RLBGX Comparison Chart in %
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JDVCX vs. RLBGX commentary
Dec 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 Buy and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. JDVCX (421M). JDVCX pays higher dividends than RLBGX: JDVCX (2.12) vs RLBGX (1.98). JDVCX was incepted earlier than RLBGX: JDVCX (23 years) vs RLBGX (17 years). JDVCX (1.79) is less costly to investors than RLBGX (0.25). JDVCX is a more actively managed with annual turnover of: 83.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than JDVCX: RLBGX (250) vs JDVCX (1000). RLBGX annual gain was more profitable for investors over the last year : 9.48 vs. JDVCX (0.59). RLBGX return over 5 years is better than : 36.50 vs. JDVCX (-4.77).
| JDVCX | RLBGX | JDVCX / RLBGX | |
| Total Expense Ratio | 1.46 | 0.25 | 584% |
| Annual Report Gross Expense Ratio | 1.79 | 0.25 | 716% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 1.803 | 10.917 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 269B | 0% |
| Annual Yield % from dividends | 2.12 | 1.98 | 107% |
| Returns for 1 year | 0.59 | 9.48 | 6% |
| Returns for 3 years | 24.59 | 38.99 | 63% |
| Returns for 5 years | -4.77 | 36.50 | -13% |
| Returns for 10 years | 9.66 | 77.57 | 12% |
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