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JDVCX vs RLBGX
JDVCX vs RLBGX Comparison
Open Charts JDVCX vs RLBGX
JPMorgan Diversified C
Price$15.77
Change-$0.14 (-0.88%)
VolumeN/A
Net Assets467.49M
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JDVCX vs RLBGX Comparison Chart
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JDVCX vs. RLBGX commentary
Jun 16, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. JDVCX (467M). RLBGX pays higher dividends than JDVCX: RLBGX (2.23) vs JDVCX (1.81). JDVCX was incepted earlier than RLBGX: JDVCX (22 years) vs RLBGX (16 years). JDVCX (1.74) is less costly to investors than RLBGX (0.25). JDVCX is a more actively managed with annual turnover of: 63.00 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 : 5.63 vs. JDVCX (4.94). RLBGX return over 5 years is better than : 40.35 vs. JDVCX (8.82).
| JDVCX | RLBGX | JDVCX / RLBGX | |
| Total Expense Ratio | 1.46 | 0.25 | 584% |
| Annual Report Gross Expense Ratio | 1.74 | 0.25 | 696% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 3.850 | 4.592 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 244B | 0% |
| Annual Yield % from dividends | 1.81 | 2.23 | 81% |
| Returns for 1 year | 4.94 | 5.63 | 88% |
| Returns for 3 years | 21.97 | 33.78 | 65% |
| Returns for 5 years | 8.82 | 40.35 | 22% |
| Returns for 10 years | 4.51 | 60.87 | 7% |
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