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JDVZX vs RLBFX
JDVZX vs RLBFX Comparison
Open Charts JDVZX vs RLBFX
JPMorgan Diversified R6
Price$16.48
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets470.57M
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JDVZX vs RLBFX Comparison Chart in %
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JDVZX vs. RLBFX commentary
Jul 06, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. JDVZX (471M). JDVZX pays higher dividends than RLBFX: JDVZX (2.70) vs RLBFX (2.10). JDVZX was incepted earlier than RLBFX: JDVZX (8 years) vs RLBFX (23 years). JDVZX (0.70) is less costly to investors than RLBFX (0.29). JDVZX is a more actively managed with annual turnover of: 63.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JDVZX: RLBFX (250) vs JDVZX (15000000). RLBFX (8.18) and JDVZX (8.11) have marching annual gain over last year. RLBFX return over 5 years is better than : 43.24 vs. JDVZX (13.84).
| 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 | 23 years | - |
| Gain YTD | 7.535 | 8.222 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 2.70 | 2.10 | 129% |
| Returns for 1 year | 8.11 | 8.18 | 99% |
| Returns for 3 years | 26.94 | 36.13 | 75% |
| Returns for 5 years | 13.84 | 43.24 | 32% |
| Returns for 10 years | N/A | 68.15 | - |