JPDVX
Price
$16.49
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
470.57M
RLBGX
Price
$36.90
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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JPDVX vs RLBGX

Header iconJPDVX vs RLBGX Comparison
Open Charts JPDVX vs RLBGXBanner chart's image
JPMorgan Diversified L
Price$16.49
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets470.57M
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JPDVX vs RLBGX Comparison Chart in %
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JPDVX vs. RLBGX commentary
Jul 07, 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: 252B vs. JPDVX (471M). 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). RLBGX (8.24) and JPDVX (8.03) have marching annual gain over last year. RLBGX return over 5 years is better than : 43.50 vs. JPDVX (13.57).
JPDVXRLBGXJPDVX / RLBGX
Total Expense Ratio0.650.25260%
Annual Report Gross Expense Ratio0.800.25320%
Fund Existence32 years16 years-
Gain YTD7.4948.25991%
Front LoadN/AN/A-
Min. Initial Investment30000002501,200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets471M252B0%
Annual Yield % from dividends2.642.15123%
Returns for 1 year8.038.2497%
Returns for 3 years26.7836.3174%
Returns for 5 years13.5743.5031%
Returns for 10 years18.3168.5427%
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