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JDVAX vs RAMHX
JDVAX vs RAMHX Comparison
Open Charts JDVAX vs RAMHX
JPMorgan Diversified A
Price$15.59
Change-$0.19 (-1.20%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$34.62
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
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JDVAX vs RAMHX Comparison Chart
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JDVAX vs. RAMHX commentary
Sep 08, 2024
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 JDVAX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 228B vs. JDVAX (469M). RAMHX pays higher dividends than JDVAX: RAMHX (1.84) vs JDVAX (0.98). JDVAX was incepted earlier than RAMHX: JDVAX (21 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (94.00). RAMHX has a lower initial minimum investment than JDVAX: RAMHX (250) vs JDVAX (1000). RAMHX (18.28) and JDVAX (18.15) have marching annual gain over last year. RAMHX return over 5 years is better than : 32.98 vs. JDVAX (1.28).
| JDVAX | RAMHX | JDVAX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 9.256 | 10.560 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 228B | 0% |
| Annual Yield % from dividends | 0.98 | 1.84 | 53% |
| Returns for 1 year | 18.15 | 18.28 | 99% |
| Returns for 3 years | -14.54 | 7.91 | -184% |
| Returns for 5 years | 1.28 | 32.98 | 4% |
| Returns for 10 years | 4.22 | 45.13 | 9% |