JDVZX
Price
$15.63
Change
-$1.39 (-8.17%)
Updated
Feb 3 closing price
Net Assets
423.78M
RLBAX
Price
$37.99
Change
-$0.59 (-1.53%)
Updated
Feb 3 closing price
Net Assets
269.72B
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JDVZX vs RLBAX

Header iconJDVZX vs RLBAX Comparison
Open Charts JDVZX vs RLBAXBanner chart's image
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 04, 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.

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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).
JDVZXRLBAXJDVZX / RLBAX
Total Expense Ratio0.581.3144%
Annual Report Gross Expense Ratio0.751.3157%
Fund Existence8 years24 years-
Gain YTD1.3622.37157%
Front LoadN/AN/A-
Min. Initial Investment150000002506,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets424M270B0%
Annual Yield % from dividends2.771.22227%
Returns for 1 year1.4510.4514%
Returns for 3 years22.7333.6368%
Returns for 5 years-3.4331.35-11%
Returns for 10 yearsN/A79.34-
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