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JPDVX vs RLBCX
JPDVX vs RLBCX Comparison
Open Charts JPDVX vs RLBCX
JPMorgan Diversified L
Price$17.04
Change-$0.21 (-1.22%)
VolumeN/A
Net Assets424.66M
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
JPDVX vs RLBCX Comparison Chart in %
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JPDVX vs. RLBCX 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 JPDVX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. JPDVX (425M). JPDVX pays higher dividends than RLBCX: JPDVX (2.84) vs RLBCX (1.46). JPDVX was incepted earlier than RLBCX: JPDVX (32 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than JPDVX (0.80). 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). JPDVX (8.51) and RLBCX (8.39) have marching annual gain over last year. RLBCX return over 5 years is better than : 37.74 vs. JPDVX (4.90).
| JPDVX | RLBCX | JPDVX / RLBCX | |
| Total Expense Ratio | 0.65 | 0.89 | 73% |
| Annual Report Gross Expense Ratio | 0.80 | 0.89 | 90% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 12.050 | 14.512 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 425M | 269B | 0% |
| Annual Yield % from dividends | 2.84 | 1.46 | 194% |
| Returns for 1 year | 8.51 | 8.39 | 101% |
| Returns for 3 years | 32.89 | 41.39 | 79% |
| Returns for 5 years | 4.90 | 37.74 | 13% |
| Returns for 10 years | 26.60 | 70.87 | 38% |
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