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JPDVX vs RLBGX
JPDVX vs RLBGX Comparison
Open Charts JPDVX vs RLBGX
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.
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).
| 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 | 7.494 | 8.259 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 2.64 | 2.15 | 123% |
| Returns for 1 year | 8.03 | 8.24 | 97% |
| Returns for 3 years | 26.78 | 36.31 | 74% |
| Returns for 5 years | 13.57 | 43.50 | 31% |
| Returns for 10 years | 18.31 | 68.54 | 27% |
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