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JDVZX vs RLBGX
JDVZX vs RLBGX Comparison
Open Charts JDVZX vs RLBGX
JPMorgan Diversified R6
Price$16.78
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets479.94M
American Funds American Balanced R6
Price$37.49
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
JDVZX vs RLBGX Comparison Chart in %
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JDVZX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 256B vs. JDVZX (480M). JDVZX pays higher dividends than RLBGX: JDVZX (2.70) vs RLBGX (2.13). JDVZX was incepted earlier than RLBGX: JDVZX (8 years) vs RLBGX (16 years). JDVZX (0.70) is less costly to investors than RLBGX (0.25). JDVZX is a more actively managed with annual turnover of: 63.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than JDVZX: RLBGX (250) vs JDVZX (15000000). JDVZX (8.62) and RLBGX (8.36) have marching annual gain over last year. RLBGX return over 5 years is better than : 40.09 vs. JDVZX (9.33).
| JDVZX | RLBGX | JDVZX / RLBGX | |
| Total Expense Ratio | 0.58 | 0.25 | 232% |
| Annual Report Gross Expense Ratio | 0.70 | 0.25 | 280% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 9.493 | 9.990 | 95% |
| 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 | 2.13 | 127% |
| Returns for 1 year | 8.62 | 8.36 | 103% |
| Returns for 3 years | 22.29 | 30.72 | 73% |
| Returns for 5 years | 9.33 | 40.09 | 23% |
| Returns for 10 years | N/A | 69.65 | - |
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