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JDVSX vs RLBFX
JDVSX vs RLBFX Comparison
Open Charts JDVSX vs RLBFX
JPMorgan Diversified I
Price$17.05
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets490.77M
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JDVSX vs RLBFX Comparison Chart in %
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JDVSX vs. RLBFX commentary
Oct 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. JDVSX (491M). JDVSX pays higher dividends than RLBFX: JDVSX (2.81) vs RLBFX (2.00). 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: 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 : 9.05 vs. JDVSX (7.50). RLBFX return over 5 years is better than : 43.90 vs. JDVSX (8.53).
| 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 | 11.699 | 14.890 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 265B | 0% |
| Annual Yield % from dividends | 2.81 | 2.00 | 140% |
| Returns for 1 year | 7.50 | 9.05 | 83% |
| Returns for 3 years | 38.32 | 51.85 | 74% |
| Returns for 5 years | 8.53 | 43.90 | 19% |
| Returns for 10 years | 24.74 | 78.80 | 31% |
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