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JDVSX vs RLBFX
JDVSX vs RLBFX Comparison
Open Charts JDVSX vs RLBFX
JPMorgan Diversified I
Price$17.20
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets421.26M
American Funds American Balanced R5
Price$39.83
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
JDVSX vs RLBFX Comparison Chart in %
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JDVSX vs. RLBFX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 271B vs. JDVSX (421M). JDVSX pays higher dividends than RLBFX: JDVSX (2.77) vs RLBFX (1.93). 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 : 9.63 vs. JDVSX (6.89). RLBFX return over 5 years is better than : 40.86 vs. JDVSX (2.29).
| 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 | 12.420 | 16.889 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 271B | 0% |
| Annual Yield % from dividends | 2.77 | 1.93 | 143% |
| Returns for 1 year | 6.89 | 9.63 | 72% |
| Returns for 3 years | 29.23 | 41.38 | 71% |
| Returns for 5 years | 2.29 | 40.86 | 6% |
| Returns for 10 years | 24.55 | 77.79 | 32% |
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