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JPDVX vs RLBGX
JPDVX vs RLBGX Comparison
Open Charts JPDVX vs RLBGX
JPMorgan Diversified L
Price$16.11
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets467.49M
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JPDVX vs RLBGX Comparison Chart
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JPDVX vs. RLBGX commentary
Jun 16, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. JPDVX (467M). JPDVX pays higher dividends than RLBGX: JPDVX (2.59) vs RLBGX (2.23). JPDVX was incepted earlier than RLBGX: JPDVX (32 years) vs RLBGX (16 years). JPDVX (0.80) is less costly to investors than RLBGX (0.25). JPDVX is a more actively managed with annual turnover of: 63.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than JPDVX: RLBGX (250) vs JPDVX (3000000). JPDVX (5.78) and RLBGX (5.63) have marching annual gain over last year. RLBGX return over 5 years is better than : 40.35 vs. JPDVX (13.11).
| 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 | 16 years | - |
| Gain YTD | 4.255 | 4.592 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 244B | 0% |
| Annual Yield % from dividends | 2.59 | 2.23 | 116% |
| Returns for 1 year | 5.78 | 5.63 | 103% |
| Returns for 3 years | 24.47 | 33.78 | 72% |
| Returns for 5 years | 13.11 | 40.35 | 32% |
| Returns for 10 years | 13.36 | 60.87 | 22% |
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