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JPDVX vs RLBCX
JPDVX vs RLBCX Comparison
Open Charts JPDVX vs RLBCX
JPMorgan Diversified L
Price$15.64
Change-$1.39 (-8.16%)
VolumeN/A
Net Assets421.62M
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
JPDVX vs RLBCX Comparison Chart in %
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JPDVX vs. RLBCX commentary
Feb 04, 2026
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 JPDVX is a Buy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. JPDVX (422M). JPDVX pays higher dividends than RLBCX: JPDVX (2.70) vs RLBCX (1.62). JPDVX was incepted earlier than RLBCX: JPDVX (32 years) vs RLBCX (24 years). RLBCX (0.89) and JPDVX (0.85) have similar cost to investors . JPDVX is a more actively managed with annual turnover of: 83.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JPDVX: RLBCX (250) vs JPDVX (3000000). RLBCX annual gain was more profitable for investors over the last year : 10.97 vs. JPDVX (1.45). RLBCX return over 5 years is better than : 33.82 vs. JPDVX (-3.71).
| JPDVX | RLBCX | JPDVX / RLBCX | |
| Total Expense Ratio | 0.65 | 0.89 | 73% |
| Annual Report Gross Expense Ratio | 0.85 | 0.89 | 96% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 1.361 | 2.445 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 270B | 0% |
| Annual Yield % from dividends | 2.70 | 1.62 | 167% |
| Returns for 1 year | 1.45 | 10.97 | 13% |
| Returns for 3 years | 22.54 | 35.49 | 64% |
| Returns for 5 years | -3.71 | 33.82 | -11% |
| Returns for 10 years | 30.03 | 84.49 | 36% |
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