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JDVSX vs RLBFX
JDVSX vs RLBFX Comparison
Open Charts JDVSX vs RLBFX
JPMorgan Diversified I
Price$16.84
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets479.94M
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JDVSX vs RLBFX Comparison Chart in %
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JDVSX vs. RLBFX commentary
Aug 18, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. JDVSX (480M). JDVSX pays higher dividends than RLBFX: JDVSX (2.56) vs RLBFX (2.08). JDVSX was incepted earlier than RLBFX: JDVSX (24 years) vs RLBFX (23 years). JDVSX (0.97) is less costly to investors than RLBFX (0.29). JDVSX is a more actively managed with annual turnover of: 63.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JDVSX: RLBFX (250) vs JDVSX (1000000). JDVSX (8.45) and RLBFX (8.29) have marching annual gain over last year. RLBFX return over 5 years is better than : 39.76 vs. JDVSX (8.91).
| JDVSX | RLBFX | JDVSX / RLBFX | |
| Total Expense Ratio | 0.71 | 0.29 | 245% |
| Annual Report Gross Expense Ratio | 0.97 | 0.29 | 334% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 9.387 | 9.922 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 256B | 0% |
| Annual Yield % from dividends | 2.56 | 2.08 | 123% |
| Returns for 1 year | 8.45 | 8.29 | 102% |
| Returns for 3 years | 21.97 | 30.56 | 72% |
| Returns for 5 years | 8.91 | 39.76 | 22% |
| Returns for 10 years | 18.97 | 69.21 | 27% |
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