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JPDVX vs RLBFX
JPDVX vs RLBFX Comparison
Open Charts JPDVX vs RLBFX
JPMorgan Diversified L
Price$16.78
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets479.94M
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JPDVX vs RLBFX Comparison Chart in %
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JPDVX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. JPDVX (480M). JPDVX pays higher dividends than RLBFX: JPDVX (2.63) vs RLBFX (2.08). JPDVX was incepted earlier than RLBFX: JPDVX (32 years) vs RLBFX (23 years). JPDVX (0.80) is less costly to investors than RLBFX (0.29). JPDVX is a more actively managed with annual turnover of: 63.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JPDVX: RLBFX (250) vs JPDVX (3000000). JPDVX (8.48) and RLBFX (8.29) have marching annual gain over last year. RLBFX return over 5 years is better than : 39.76 vs. JPDVX (9.01).
| 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 | 23 years | - |
| Gain YTD | 9.384 | 9.922 | 95% |
| 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 | 2.08 | 126% |
| Returns for 1 year | 8.48 | 8.29 | 102% |
| Returns for 3 years | 22.06 | 30.56 | 72% |
| Returns for 5 years | 9.01 | 39.76 | 23% |
| Returns for 10 years | 19.96 | 69.21 | 29% |
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