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JDVSX vs RLBFX
JDVSX vs RLBFX Comparison
Open Charts JDVSX vs RLBFX
JPMorgan Diversified I
Price$16.90
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets483.42M
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
JDVSX vs RLBFX Comparison Chart in %
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JDVSX vs. RLBFX commentary
Sep 08, 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: 259B vs. JDVSX (483M). JDVSX pays higher dividends than RLBFX: JDVSX (2.51) vs RLBFX (2.05). 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). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. JDVSX (8.84). RLBFX return over 5 years is better than : 41.46 vs. JDVSX (8.45).
| 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 | 9.777 | 11.562 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 259B | 0% |
| Annual Yield % from dividends | 2.51 | 2.05 | 123% |
| Returns for 1 year | 8.84 | 10.28 | 86% |
| Returns for 3 years | 30.10 | 40.92 | 74% |
| Returns for 5 years | 8.45 | 41.46 | 20% |
| Returns for 10 years | 24.75 | 78.40 | 32% |
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