Interact to see
Advertisement
Advertisement
JDVSX vs RLBCX
JDVSX vs RLBCX Comparison
Open Charts JDVSX vs RLBCX
JPMorgan Diversified I
Price$17.09
Change-$0.21 (-1.21%)
VolumeN/A
Net Assets419.51M
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
JDVSX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVSX vs. RLBCX 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 JDVSX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. JDVSX (420M). JDVSX pays higher dividends than RLBCX: JDVSX (2.78) vs RLBCX (1.46). JDVSX was incepted earlier than RLBCX: JDVSX (24 years) vs RLBCX (23 years). JDVSX (0.97) 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). JDVSX annual gain was more profitable for investors over the last year : 9.55 vs. RLBCX (8.39). RLBCX return over 5 years is better than : 37.74 vs. JDVSX (6.03).
| JDVSX | RLBCX | JDVSX / RLBCX | |
| Total Expense Ratio | 0.71 | 0.89 | 80% |
| Annual Report Gross Expense Ratio | 0.97 | 0.89 | 109% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 13.337 | 14.512 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 420M | 269B | 0% |
| Annual Yield % from dividends | 2.78 | 1.46 | 190% |
| Returns for 1 year | 9.55 | 8.39 | 114% |
| Returns for 3 years | 33.51 | 41.39 | 81% |
| Returns for 5 years | 6.03 | 37.74 | 16% |
| Returns for 10 years | 27.98 | 70.87 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers