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JPDVX vs RLBFX
JPDVX vs RLBFX Comparison
Open Charts JPDVX vs RLBFX
JPMorgan Diversified L
Price$17.04
Change-$0.21 (-1.22%)
VolumeN/A
Net Assets424.66M
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
JPDVX vs RLBFX Comparison Chart in %
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JPDVX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. JPDVX (425M). JPDVX pays higher dividends than RLBFX: JPDVX (2.84) vs RLBFX (1.97). JPDVX was incepted earlier than RLBFX: JPDVX (32 years) vs RLBFX (24 years). JPDVX (0.80) is less costly to investors than RLBFX (0.29). JPDVX is a more actively managed with annual turnover of: 83.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JPDVX: RLBFX (250) vs JPDVX (3000000). RLBFX annual gain was more profitable for investors over the last year : 9.09 vs. JPDVX (8.51). RLBFX return over 5 years is better than : 41.33 vs. JPDVX (4.90).
| JPDVX | RLBFX | JPDVX / RLBFX | |
| Total Expense Ratio | 0.65 | 0.29 | 224% |
| Annual Report Gross Expense Ratio | 0.80 | 0.29 | 276% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 12.050 | 15.095 | 80% |
| 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 | 1.97 | 144% |
| Returns for 1 year | 8.51 | 9.09 | 94% |
| Returns for 3 years | 32.89 | 43.82 | 75% |
| Returns for 5 years | 4.90 | 41.33 | 12% |
| Returns for 10 years | 26.60 | 77.46 | 34% |
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