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JDVZX vs RLBFX
JDVZX vs RLBFX Comparison
Open Charts JDVZX vs RLBFX
JPMorgan Diversified R6
Price$17.03
Change-$0.21 (-1.22%)
VolumeN/A
Net Assets419.51M
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
JDVZX vs RLBFX Comparison Chart in %
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JDVZX vs. RLBFX commentary
Nov 14, 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 Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. JDVZX (420M). JDVZX pays higher dividends than RLBFX: JDVZX (2.91) vs RLBFX (1.97). 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 : 10.28 vs. JDVZX (9.66). RLBFX return over 5 years is better than : 43.06 vs. JDVZX (6.50).
| 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 | 13.497 | 16.507 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 420M | 269B | 0% |
| Annual Yield % from dividends | 2.91 | 1.97 | 148% |
| Returns for 1 year | 9.66 | 10.28 | 94% |
| Returns for 3 years | 33.94 | 44.74 | 76% |
| Returns for 5 years | 6.50 | 43.06 | 15% |
| Returns for 10 years | N/A | 81.39 | - |
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