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JDVSX vs RLBEX
JDVSX vs RLBEX Comparison
Open Charts JDVSX vs RLBEX
JPMorgan Diversified I
Price$15.69
Change-$1.39 (-8.14%)
VolumeN/A
Net Assets421.62M
American Funds American Balanced R4
Price$38.33
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
JDVSX vs RLBEX Comparison Chart in %
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JDVSX vs. RLBEX commentary
Feb 05, 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. JDVSX (422M). JDVSX pays higher dividends than RLBEX: JDVSX (2.64) vs RLBEX (1.87). JDVSX was incepted earlier than RLBEX: JDVSX (24 years) vs RLBEX (24 years). JDVSX (1.01) 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 : 11.32 vs. JDVSX (1.38). RLBEX return over 5 years is better than : 35.56 vs. JDVSX (-3.88).
| JDVSX | RLBEX | JDVSX / RLBEX | |
| Total Expense Ratio | 0.71 | 0.59 | 120% |
| Annual Report Gross Expense Ratio | 1.01 | 0.59 | 171% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 1.357 | 2.459 | 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 | 1.87 | 141% |
| Returns for 1 year | 1.38 | 11.32 | 12% |
| Returns for 3 years | 22.34 | 36.71 | 61% |
| Returns for 5 years | -3.88 | 35.56 | -11% |
| Returns for 10 years | 28.93 | 90.55 | 32% |
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