JPDVX
Price
$16.65
Change
+$0.02 (+0.12%)
Updated
Jul 25 closing price
Net Assets
474.78M
RLBGX
Price
$37.23
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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JPDVX vs RLBGX

Header iconJPDVX vs RLBGX Comparison
Open Charts JPDVX vs RLBGXBanner chart's image
JPMorgan Diversified L
Price$16.65
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets474.78M
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JPDVX vs RLBGX Comparison Chart in %
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JPDVX vs. RLBGX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. JPDVX (475M). JPDVX pays higher dividends than RLBGX: JPDVX (2.64) vs RLBGX (2.15). 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 (10.99) and RLBGX (10.64) have marching annual gain over last year. RLBGX return over 5 years is better than : 41.65 vs. JPDVX (11.08).
JPDVXRLBGXJPDVX / RLBGX
Total Expense Ratio0.650.25260%
Annual Report Gross Expense Ratio0.800.25320%
Fund Existence32 years16 years-
Gain YTD8.5379.22893%
Front LoadN/AN/A-
Min. Initial Investment30000002501,200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets475M254B0%
Annual Yield % from dividends2.642.15123%
Returns for 1 year10.9910.64103%
Returns for 3 years26.7135.9674%
Returns for 5 years11.0841.6527%
Returns for 10 years19.1068.5428%
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