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JPDVX vs RLBEX
JPDVX vs RLBEX Comparison
Open Charts JPDVX vs RLBEX
JPMorgan Diversified L
Price$16.85
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets483.42M
American Funds American Balanced R4
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
JPDVX vs RLBEX Comparison Chart in %
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JPDVX vs. RLBEX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 259B vs. JPDVX (483M). JPDVX pays higher dividends than RLBEX: JPDVX (2.58) vs RLBEX (1.79). 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). RLBEX annual gain was more profitable for investors over the last year : 9.94 vs. JPDVX (8.93). RLBEX return over 5 years is better than : 39.68 vs. JPDVX (8.68).
| 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 | 9.840 | 11.352 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 259B | 0% |
| Annual Yield % from dividends | 2.58 | 1.79 | 144% |
| Returns for 1 year | 8.93 | 9.94 | 90% |
| Returns for 3 years | 30.21 | 39.85 | 76% |
| Returns for 5 years | 8.68 | 39.68 | 22% |
| Returns for 10 years | 25.79 | 77.45 | 33% |
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