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JDVSX vs RLBGX
JDVSX vs RLBGX Comparison
Open Charts JDVSX vs RLBGX
JPMorgan Diversified I
Price$17.20
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets421.26M
American Funds American Balanced R6
Price$39.79
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
JDVSX vs RLBGX Comparison Chart in %
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JDVSX vs. RLBGX 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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 271B vs. JDVSX (421M). JDVSX pays higher dividends than RLBGX: JDVSX (2.77) vs RLBGX (1.98). JDVSX was incepted earlier than RLBGX: JDVSX (24 years) vs RLBGX (17 years). JDVSX (0.97) is less costly to investors than RLBGX (0.25). JDVSX is a more actively managed with annual turnover of: 83.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than JDVSX: RLBGX (250) vs JDVSX (1000000). RLBGX annual gain was more profitable for investors over the last year : 9.66 vs. JDVSX (6.89). RLBGX return over 5 years is better than : 41.12 vs. JDVSX (2.29).
| 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 | 17 years | - |
| Gain YTD | 12.420 | 16.953 | 73% |
| 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 | 1.98 | 140% |
| Returns for 1 year | 6.89 | 9.66 | 71% |
| Returns for 3 years | 29.23 | 41.58 | 70% |
| Returns for 5 years | 2.29 | 41.12 | 6% |
| Returns for 10 years | 24.55 | 78.24 | 31% |
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