Interact to see
Advertisement
Advertisement
JPDVX vs RLBFX
JPDVX vs RLBFX Comparison
Open Charts JPDVX vs RLBFX
JPMorgan Diversified L
Price$15.64
Change-$1.39 (-8.16%)
VolumeN/A
Net Assets421.62M
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
JPDVX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JPDVX vs. RLBFX commentary
Feb 04, 2026
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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. JPDVX (422M). JPDVX pays higher dividends than RLBFX: JPDVX (2.70) vs RLBFX (2.13). JPDVX was incepted earlier than RLBFX: JPDVX (32 years) vs RLBFX (24 years). JPDVX (0.85) 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 : 11.69 vs. JPDVX (1.45). RLBFX return over 5 years is better than : 37.38 vs. JPDVX (-3.71).
| JPDVX | RLBFX | JPDVX / RLBFX | |
| Total Expense Ratio | 0.65 | 0.29 | 224% |
| Annual Report Gross Expense Ratio | 0.85 | 0.29 | 293% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 1.361 | 2.503 | 54% |
| 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 | 270B | 0% |
| Annual Yield % from dividends | 2.70 | 2.13 | 127% |
| Returns for 1 year | 1.45 | 11.69 | 12% |
| Returns for 3 years | 22.54 | 38.02 | 59% |
| Returns for 5 years | -3.71 | 37.38 | -10% |
| Returns for 10 years | 30.03 | 91.94 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| MBL.X | 0.001085 | N/A | -0.02% |
| MovieBloc cryptocurrency | |||
| CTWO | 20.95 | -0.28 | -1.32% |
| COtwo Advs Physical Eur Carb AllowanceTr | |||
| COS.X | 0.001108 | -0.000025 | -2.24% |
| Contentos cryptocurrency | |||
| PENDLE.X | 1.510262 | -0.054295 | -3.47% |
| Pendle cryptocurrency | |||
| ARDR.X | 0.050107 | -0.005439 | -9.79% |
| Ardor cryptocurrency | |||