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JPDVX vs RLBEX
JPDVX vs RLBEX Comparison
Open Charts JPDVX vs RLBEX
JPMorgan Diversified L
Price$16.78
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets479.94M
American Funds American Balanced R4
Price$37.38
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JPDVX vs RLBEX Comparison Chart in %
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JPDVX vs. RLBEX 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 JPDVX is a StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 256B vs. JPDVX (480M). JPDVX pays higher dividends than RLBEX: JPDVX (2.63) vs RLBEX (1.81). JPDVX was incepted earlier than RLBEX: JPDVX (32 years) vs RLBEX (23 years). JPDVX (0.80) is less costly to investors than RLBEX (0.59). JPDVX is a more actively managed with annual turnover of: 63.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than JPDVX: RLBEX (250) vs JPDVX (3000000). JPDVX annual gain was more profitable for investors over the last year : 8.48 vs. RLBEX (7.95). RLBEX return over 5 years is better than : 37.99 vs. JPDVX (9.01).
| JPDVX | RLBEX | JPDVX / RLBEX | |
| Total Expense Ratio | 0.65 | 0.59 | 110% |
| Annual Report Gross Expense Ratio | 0.80 | 0.59 | 136% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 9.384 | 9.737 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 256B | 0% |
| Annual Yield % from dividends | 2.63 | 1.81 | 145% |
| Returns for 1 year | 8.48 | 7.95 | 107% |
| Returns for 3 years | 22.06 | 29.52 | 75% |
| Returns for 5 years | 9.01 | 37.99 | 24% |
| Returns for 10 years | 19.96 | 68.32 | 29% |
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