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JDVSX vs RLBCX
JDVSX vs RLBCX Comparison
Open Charts JDVSX vs RLBCX
JPMorgan Diversified I
Price$15.69
Change-$1.39 (-8.14%)
VolumeN/A
Net Assets421.62M
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
JDVSX vs RLBCX Comparison Chart in %
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JDVSX vs. RLBCX commentary
Feb 04, 2026
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 JDVSX is a Buy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. JDVSX (422M). JDVSX pays higher dividends than RLBCX: JDVSX (2.64) vs RLBCX (1.62). JDVSX was incepted earlier than RLBCX: JDVSX (24 years) vs RLBCX (24 years). JDVSX (1.01) is less costly to investors than RLBCX (0.89). JDVSX is a more actively managed with annual turnover of: 83.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JDVSX: RLBCX (250) vs JDVSX (1000000). RLBCX annual gain was more profitable for investors over the last year : 10.97 vs. JDVSX (1.38). RLBCX return over 5 years is better than : 33.82 vs. JDVSX (-3.88).
| JDVSX | RLBCX | JDVSX / RLBCX | |
| Total Expense Ratio | 0.71 | 0.89 | 80% |
| Annual Report Gross Expense Ratio | 1.01 | 0.89 | 113% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 1.357 | 2.445 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 270B | 0% |
| Annual Yield % from dividends | 2.64 | 1.62 | 163% |
| Returns for 1 year | 1.38 | 10.97 | 13% |
| Returns for 3 years | 22.34 | 35.49 | 63% |
| Returns for 5 years | -3.88 | 33.82 | -11% |
| Returns for 10 years | 28.93 | 84.49 | 34% |
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