JDVCX
Price
$16.32
Change
+$0.03 (+0.18%)
Updated
Jul 25 closing price
Net Assets
474.78M
RLBGX
Price
$37.23
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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JDVCX vs RLBGX

Header iconJDVCX vs RLBGX Comparison
Open Charts JDVCX vs RLBGXBanner chart's image
JPMorgan Diversified C
Price$16.32
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets474.78M
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JDVCX vs RLBGX Comparison Chart in %
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JDVCX vs. RLBGX commentary
Jul 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 StrongBuy and RLBGX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. JDVCX (475M). RLBGX pays higher dividends than JDVCX: RLBGX (2.15) vs JDVCX (1.88). 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 (10.64) and JDVCX (10.15) have marching annual gain over last year. RLBGX return over 5 years is better than : 41.65 vs. JDVCX (6.99).
JDVCXRLBGXJDVCX / RLBGX
Total Expense Ratio1.460.25584%
Annual Report Gross Expense Ratio1.740.25696%
Fund Existence22 years16 years-
Gain YTD8.0559.22887%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets475M254B0%
Annual Yield % from dividends1.882.1588%
Returns for 1 year10.1510.6495%
Returns for 3 years23.9835.9667%
Returns for 5 years6.9941.6517%
Returns for 10 years9.7668.5414%
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