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JPDVX vs RLBCX
JPDVX vs RLBCX Comparison
Open Charts JPDVX vs RLBCX
JPMorgan Diversified L
Price$17.22
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets421.74M
American Funds American Balanced R3
Price$39.57
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JPDVX vs RLBCX Comparison Chart in %
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JPDVX vs. RLBCX commentary
Dec 04, 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 Buy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. JPDVX (422M). JPDVX pays higher dividends than RLBCX: JPDVX (2.84) vs RLBCX (1.44). JPDVX was incepted earlier than RLBCX: JPDVX (32 years) vs RLBCX (24 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). RLBCX annual gain was more profitable for investors over the last year : 9.40 vs. JPDVX (7.60). RLBCX return over 5 years is better than : 37.08 vs. JPDVX (2.42).
| 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 | 24 years | - |
| Gain YTD | 13.233 | 16.784 | 79% |
| 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 | 269B | 0% |
| Annual Yield % from dividends | 2.84 | 1.44 | 197% |
| Returns for 1 year | 7.60 | 9.40 | 81% |
| Returns for 3 years | 30.28 | 39.63 | 76% |
| Returns for 5 years | 2.42 | 37.08 | 7% |
| Returns for 10 years | 26.46 | 71.89 | 37% |
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