Interact to see
Advertisement
Advertisement
JDVSX vs RLBGX
JDVSX vs RLBGX Comparison
Open Charts JDVSX vs RLBGX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| JDVSX | RLBGX | JDVSX / RLBGX | |
| Total Expense Ratio | 0.71 | 0.25 | 284% |
| Annual Report Gross Expense Ratio | 0.97 | 0.25 | 388% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 7.438 | 8.259 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 2.57 | 2.15 | 120% |
| Returns for 1 year | 8.01 | 8.24 | 97% |
| Returns for 3 years | 26.59 | 36.31 | 73% |
| Returns for 5 years | 13.39 | 43.50 | 31% |
| Returns for 10 years | 17.27 | 68.54 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement