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JDVSX vs RLBEX
JDVSX vs RLBEX Comparison
Open Charts JDVSX vs RLBEX
JPMorgan Diversified I
Price$17.20
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets421.26M
American Funds American Balanced R4
Price$39.67
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
JDVSX vs RLBEX Comparison Chart in %
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JDVSX vs. RLBEX commentary
Dec 04, 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 Buy and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 271B vs. JDVSX (421M). JDVSX pays higher dividends than RLBEX: JDVSX (2.77) vs RLBEX (1.68). JDVSX was incepted earlier than RLBEX: JDVSX (24 years) vs RLBEX (23 years). JDVSX (0.97) is less costly to investors than RLBEX (0.59). JDVSX is a more actively managed with annual turnover of: 83.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than JDVSX: RLBEX (250) vs JDVSX (1000000). RLBEX annual gain was more profitable for investors over the last year : 9.28 vs. JDVSX (6.89). RLBEX return over 5 years is better than : 39.06 vs. JDVSX (2.29).
| JDVSX | RLBEX | JDVSX / RLBEX | |
| Total Expense Ratio | 0.71 | 0.59 | 120% |
| Annual Report Gross Expense Ratio | 0.97 | 0.59 | 164% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 12.420 | 16.574 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 271B | 0% |
| Annual Yield % from dividends | 2.77 | 1.68 | 165% |
| Returns for 1 year | 6.89 | 9.28 | 74% |
| Returns for 3 years | 29.23 | 40.19 | 73% |
| Returns for 5 years | 2.29 | 39.06 | 6% |
| Returns for 10 years | 24.55 | 76.67 | 32% |
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