JDVSX
Price
$16.71
Change
+$0.03 (+0.18%)
Updated
Jul 25 closing price
Net Assets
474.78M
RLBGX
Price
$37.23
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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JDVSX vs RLBGX

Header iconJDVSX vs RLBGX Comparison
Open Charts JDVSX vs RLBGXBanner chart's image
JPMorgan Diversified I
Price$16.71
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets474.78M
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JDVSX vs RLBGX Comparison Chart in %
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JDVSX vs. RLBGX commentary
Jul 27, 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: 254B vs. JDVSX (475M). 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). JDVSX (11.02) and RLBGX (10.64) have marching annual gain over last year. RLBGX return over 5 years is better than : 41.65 vs. JDVSX (10.98).
JDVSXRLBGXJDVSX / RLBGX
Total Expense Ratio0.710.25284%
Annual Report Gross Expense Ratio0.970.25388%
Fund Existence24 years16 years-
Gain YTD8.5429.22893%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets475M254B0%
Annual Yield % from dividends2.572.15120%
Returns for 1 year11.0210.64104%
Returns for 3 years26.6035.9674%
Returns for 5 years10.9841.6526%
Returns for 10 years18.1268.5426%
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