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JDVZX vs RLBFX
JDVZX vs RLBFX Comparison
Open Charts JDVZX vs RLBFX
JPMorgan Diversified R6
Price$16.92
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets483.42M
American Funds American Balanced R5
Price$38.24
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets259.11B
JDVZX vs RLBFX Comparison Chart in %
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JDVZX vs. RLBFX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 259B vs. JDVZX (483M). JDVZX pays higher dividends than RLBFX: JDVZX (2.64) vs RLBFX (2.05). 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 annual gain was more profitable for investors over the last year : 10.86 vs. RLBFX (10.28). RLBFX return over 5 years is better than : 41.46 vs. JDVZX (9.78).
| 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 | 10.407 | 11.562 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 259B | 0% |
| Annual Yield % from dividends | 2.64 | 2.05 | 129% |
| Returns for 1 year | 10.86 | 10.28 | 106% |
| Returns for 3 years | 27.81 | 40.92 | 68% |
| Returns for 5 years | 9.78 | 41.46 | 24% |
| Returns for 10 years | N/A | 78.40 | - |
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