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JDVSX vs RLBFX
JDVSX vs RLBFX Comparison
Open Charts JDVSX vs RLBFX
JPMorgan Diversified I
Price$17.30
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets423.09M
American Funds American Balanced R5
Price$39.63
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
JDVSX vs RLBFX Comparison Chart in %
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JDVSX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 268B vs. JDVSX (423M). JDVSX pays higher dividends than RLBFX: JDVSX (2.78) vs RLBFX (1.97). JDVSX was incepted earlier than RLBFX: JDVSX (24 years) vs RLBFX (24 years). JDVSX (0.97) is less costly to investors than RLBFX (0.29). JDVSX is a more actively managed with annual turnover of: 83.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JDVSX: RLBFX (250) vs JDVSX (1000000). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. JDVSX (9.55). RLBFX return over 5 years is better than : 43.06 vs. JDVSX (6.03).
| 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 | 24 years | - |
| Gain YTD | 13.337 | 16.507 | 81% |
| 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 | 1.97 | 141% |
| Returns for 1 year | 9.55 | 10.28 | 93% |
| Returns for 3 years | 33.51 | 44.74 | 75% |
| Returns for 5 years | 6.03 | 43.06 | 14% |
| Returns for 10 years | 27.98 | 81.39 | 34% |
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