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JDVSX vs RLBFX
JDVSX vs RLBFX Comparison
Open Charts JDVSX vs RLBFX
JPMorgan Diversified I
Price$15.69
Change-$1.39 (-8.14%)
VolumeN/A
Net Assets421.62M
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
JDVSX vs RLBFX Comparison Chart in %
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JDVSX vs. RLBFX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. JDVSX (422M). JDVSX pays higher dividends than RLBFX: JDVSX (2.64) vs RLBFX (2.13). JDVSX was incepted earlier than RLBFX: JDVSX (24 years) vs RLBFX (24 years). JDVSX (1.01) 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 : 11.69 vs. JDVSX (1.38). RLBFX return over 5 years is better than : 37.38 vs. JDVSX (-3.88).
| JDVSX | RLBFX | JDVSX / RLBFX | |
| Total Expense Ratio | 0.71 | 0.29 | 245% |
| Annual Report Gross Expense Ratio | 1.01 | 0.29 | 348% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 1.357 | 2.503 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 270B | 0% |
| Annual Yield % from dividends | 2.64 | 2.13 | 124% |
| Returns for 1 year | 1.38 | 11.69 | 12% |
| Returns for 3 years | 22.34 | 38.02 | 59% |
| Returns for 5 years | -3.88 | 37.38 | -10% |
| Returns for 10 years | 28.93 | 91.94 | 31% |
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