JDVSX
Price
$16.54
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
470.57M
RLBGX
Price
$36.90
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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JDVSX vs RLBGX

Header iconJDVSX vs RLBGX Comparison
Open Charts JDVSX vs RLBGXBanner chart's image
JPMorgan Diversified I
Price$16.54
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets470.57M
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JDVSX vs RLBGX Comparison Chart in %
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JDVSX vs. RLBGX commentary
Jul 07, 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 StrongBuy and RLBGX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. JDVSX (471M). JDVSX pays higher dividends than RLBGX: JDVSX (2.57) vs RLBGX (2.15). JDVSX was incepted earlier than RLBGX: JDVSX (24 years) vs RLBGX (16 years). JDVSX (0.97) is less costly to investors than RLBGX (0.25). JDVSX is a more actively managed with annual turnover of: 63.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than JDVSX: RLBGX (250) vs JDVSX (1000000). RLBGX (8.24) and JDVSX (8.01) have marching annual gain over last year. RLBGX return over 5 years is better than : 43.50 vs. JDVSX (13.39).
JDVSXRLBGXJDVSX / RLBGX
Total Expense Ratio0.710.25284%
Annual Report Gross Expense Ratio0.970.25388%
Fund Existence24 years16 years-
Gain YTD7.4388.25990%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets471M252B0%
Annual Yield % from dividends2.572.15120%
Returns for 1 year8.018.2497%
Returns for 3 years26.5936.3173%
Returns for 5 years13.3943.5031%
Returns for 10 years17.2768.5425%
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