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JDVSX vs RLBEX
JDVSX vs RLBEX Comparison
Open Charts JDVSX vs RLBEX
JPMorgan Diversified I
Price$17.30
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets423.09M
American Funds American Balanced R4
Price$39.48
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
JDVSX vs RLBEX Comparison Chart in %
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JDVSX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 268B vs. JDVSX (423M). JDVSX pays higher dividends than RLBEX: JDVSX (2.78) vs RLBEX (1.71). 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 (9.94) and JDVSX (9.55) have marching annual gain over last year. RLBEX return over 5 years is better than : 41.28 vs. JDVSX (6.03).
| 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 | 13.337 | 16.221 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 423M | 268B | 0% |
| Annual Yield % from dividends | 2.78 | 1.71 | 162% |
| Returns for 1 year | 9.55 | 9.94 | 96% |
| Returns for 3 years | 33.51 | 43.51 | 77% |
| Returns for 5 years | 6.03 | 41.28 | 15% |
| Returns for 10 years | 27.98 | 80.23 | 35% |
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