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JDVZX vs RLBAX
JDVZX vs RLBAX Comparison
Open Charts JDVZX vs RLBAX
JPMorgan Diversified R6
Price$15.63
Change-$1.39 (-8.17%)
VolumeN/A
Net Assets423.78M
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
JDVZX vs RLBAX Comparison Chart in %
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JDVZX vs. RLBAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. JDVZX (424M). JDVZX pays higher dividends than RLBAX: JDVZX (2.77) vs RLBAX (1.22). JDVZX was incepted earlier than RLBAX: JDVZX (8 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than JDVZX (0.75). 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 : 10.45 vs. JDVZX (1.45). RLBAX return over 5 years is better than : 31.35 vs. JDVZX (-3.43).
| JDVZX | RLBAX | JDVZX / RLBAX | |
| Total Expense Ratio | 0.58 | 1.31 | 44% |
| Annual Report Gross Expense Ratio | 0.75 | 1.31 | 57% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 1.362 | 2.371 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 270B | 0% |
| Annual Yield % from dividends | 2.77 | 1.22 | 227% |
| Returns for 1 year | 1.45 | 10.45 | 14% |
| Returns for 3 years | 22.73 | 33.63 | 68% |
| Returns for 5 years | -3.43 | 31.35 | -11% |
| Returns for 10 years | N/A | 79.34 | - |
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