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JPDVX vs RLBEX
JPDVX vs RLBEX Comparison
Open Charts JPDVX vs RLBEX
JPMorgan Diversified L
Price$17.22
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets421.74M
American Funds American Balanced R4
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JPDVX vs RLBEX Comparison Chart in %
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JPDVX vs. RLBEX 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 RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. JPDVX (422M). JPDVX pays higher dividends than RLBEX: JPDVX (2.84) vs RLBEX (1.68). 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: 83.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than JPDVX: RLBEX (250) vs JPDVX (3000000). RLBEX annual gain was more profitable for investors over the last year : 9.75 vs. JPDVX (7.60). RLBEX return over 5 years is better than : 38.83 vs. JPDVX (2.42).
| 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 | 13.233 | 17.104 | 77% |
| 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 | 1.68 | 169% |
| Returns for 1 year | 7.60 | 9.75 | 78% |
| Returns for 3 years | 30.28 | 40.82 | 74% |
| Returns for 5 years | 2.42 | 38.83 | 6% |
| Returns for 10 years | 26.46 | 77.48 | 34% |
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