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JDVZX vs RLBAX
JDVZX vs RLBAX Comparison
Open Charts JDVZX vs RLBAX
JPMorgan Diversified R6
Price$16.95
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets491.71M
American Funds American Balanced R1
Price$38.58
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets265.83B
JDVZX vs RLBAX Comparison Chart in %
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JDVZX vs. RLBAX commentary
Oct 17, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. JDVZX (492M). JDVZX pays higher dividends than RLBAX: JDVZX (2.94) vs RLBAX (1.10). JDVZX was incepted earlier than RLBAX: JDVZX (8 years) vs RLBAX (23 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 : 7.88 vs. JDVZX (7.42). RLBAX return over 5 years is better than : 37.54 vs. JDVZX (8.77).
| 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 | 23 years | - |
| Gain YTD | 11.588 | 13.829 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 492M | 266B | 0% |
| Annual Yield % from dividends | 2.94 | 1.10 | 267% |
| Returns for 1 year | 7.42 | 7.88 | 94% |
| Returns for 3 years | 39.20 | 48.34 | 81% |
| Returns for 5 years | 8.77 | 37.54 | 23% |
| Returns for 10 years | N/A | 67.35 | - |
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