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JDVZX vs RLBFX
JDVZX vs RLBFX Comparison
Open Charts JDVZX vs RLBFX
JPMorgan Diversified R6
Price$17.14
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets419.09M
American Funds American Balanced R5
Price$39.83
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
JDVZX vs RLBFX Comparison Chart in %
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JDVZX vs. RLBFX 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 271B vs. JDVZX (419M). JDVZX pays higher dividends than RLBFX: JDVZX (2.90) vs RLBFX (1.93). JDVZX was incepted earlier than RLBFX: JDVZX (8 years) vs RLBFX (24 years). JDVZX (0.70) is less costly to investors than RLBFX (0.29). JDVZX is a more actively managed with annual turnover of: 83.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JDVZX: RLBFX (250) vs JDVZX (15000000). RLBFX annual gain was more profitable for investors over the last year : 9.63 vs. JDVZX (6.99). RLBFX return over 5 years is better than : 40.86 vs. JDVZX (2.74).
| JDVZX | RLBFX | JDVZX / RLBFX | |
| Total Expense Ratio | 0.58 | 0.29 | 200% |
| Annual Report Gross Expense Ratio | 0.70 | 0.29 | 241% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 12.576 | 16.889 | 74% |
| 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 | 1.93 | 150% |
| Returns for 1 year | 6.99 | 9.63 | 73% |
| Returns for 3 years | 29.64 | 41.38 | 72% |
| Returns for 5 years | 2.74 | 40.86 | 7% |
| Returns for 10 years | N/A | 77.79 | - |
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