Interact to see
Advertisement
Advertisement
JDVSX vs RLBGX
JDVSX vs RLBGX Comparison
Open Charts JDVSX vs RLBGX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 8.542 | 9.228 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 254B | 0% |
| Annual Yield % from dividends | 2.57 | 2.15 | 120% |
| Returns for 1 year | 11.02 | 10.64 | 104% |
| Returns for 3 years | 26.60 | 35.96 | 74% |
| Returns for 5 years | 10.98 | 41.65 | 26% |
| Returns for 10 years | 18.12 | 68.54 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement