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JPDVX vs RLBGX
JPDVX vs RLBGX Comparison
Open Charts JPDVX vs RLBGX
JPMorgan Diversified L
Price$15.66
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets421.42M
American Funds American Balanced R6
Price$37.70
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JPDVX vs RLBGX Comparison Chart in %
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JPDVX vs. RLBGX commentary
Dec 28, 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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. JPDVX (421M). JPDVX pays higher dividends than RLBGX: JPDVX (2.84) vs RLBGX (1.98). JPDVX was incepted earlier than RLBGX: JPDVX (32 years) vs RLBGX (17 years). JPDVX (0.80) is less costly to investors than RLBGX (0.25). JPDVX is a more actively managed with annual turnover of: 83.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than JPDVX: RLBGX (250) vs JPDVX (3000000). RLBGX annual gain was more profitable for investors over the last year : 9.38 vs. JPDVX (1.60). RLBGX return over 5 years is better than : 36.61 vs. JPDVX (-0.86).
| JPDVX | RLBGX | JPDVX / RLBGX | |
| Total Expense Ratio | 0.65 | 0.25 | 260% |
| Annual Report Gross Expense Ratio | 0.80 | 0.25 | 320% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | 2.975 | 11.005 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 269B | 0% |
| Annual Yield % from dividends | 2.84 | 1.98 | 143% |
| Returns for 1 year | 1.60 | 9.38 | 17% |
| Returns for 3 years | 28.34 | 39.39 | 72% |
| Returns for 5 years | -0.86 | 36.61 | -2% |
| Returns for 10 years | 18.99 | 76.97 | 25% |
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