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JDVZX vs RLBAX
JDVZX vs RLBAX Comparison
Open Charts JDVZX vs RLBAX
JPMorgan Diversified R6
Price$17.14
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets419.09M
American Funds American Balanced R1
Price$39.31
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
JDVZX vs RLBAX Comparison Chart in %
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JDVZX vs. RLBAX 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 JDVZX is a Buy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 271B vs. JDVZX (419M). JDVZX pays higher dividends than RLBAX: JDVZX (2.90) vs RLBAX (1.07). JDVZX was incepted earlier than RLBAX: JDVZX (8 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than JDVZX (0.70). JDVZX is a more actively managed with annual turnover of: 83.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than JDVZX: RLBAX (250) vs JDVZX (15000000). RLBAX annual gain was more profitable for investors over the last year : 8.44 vs. JDVZX (6.99). RLBAX return over 5 years is better than : 34.78 vs. JDVZX (2.74).
| JDVZX | RLBAX | JDVZX / RLBAX | |
| Total Expense Ratio | 0.58 | 1.31 | 44% |
| Annual Report Gross Expense Ratio | 0.70 | 1.31 | 53% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 12.576 | 15.776 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 419M | 271B | 0% |
| Annual Yield % from dividends | 2.90 | 1.07 | 272% |
| Returns for 1 year | 6.99 | 8.44 | 83% |
| Returns for 3 years | 29.64 | 37.26 | 80% |
| Returns for 5 years | 2.74 | 34.78 | 8% |
| Returns for 10 years | N/A | 66.67 | - |
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