Interact to see
Advertisement
Advertisement
JDVZX vs RLBFX
JDVZX vs RLBFX Comparison
Open Charts JDVZX vs RLBFX
JPMorgan Diversified R6
Price$16.78
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets479.94M
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JDVZX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVZX vs. RLBFX commentary
Aug 18, 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: 256B vs. JDVZX (480M). JDVZX pays higher dividends than RLBFX: JDVZX (2.70) vs RLBFX (2.08). 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). JDVZX (8.62) and RLBFX (8.29) have marching annual gain over last year. RLBFX return over 5 years is better than : 39.76 vs. JDVZX (9.33).
| 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 | 9.493 | 9.922 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 256B | 0% |
| Annual Yield % from dividends | 2.70 | 2.08 | 130% |
| Returns for 1 year | 8.62 | 8.29 | 104% |
| Returns for 3 years | 22.29 | 30.56 | 73% |
| Returns for 5 years | 9.33 | 39.76 | 23% |
| Returns for 10 years | N/A | 69.21 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement