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JDVAX vs RAMHX
JDVAX vs RAMHX Comparison
Open Charts JDVAX vs RAMHX
JPMorgan Diversified A
Price$16.96
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets494.52M
American Funds American Balanced R2E
Price$38.89
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
JDVAX vs RAMHX Comparison Chart in %
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JDVAX vs. RAMHX commentary
Oct 09, 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 JDVAX is a Buy and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 266B vs. JDVAX (495M). JDVAX pays higher dividends than RAMHX: JDVAX (2.60) vs RAMHX (1.35). JDVAX was incepted earlier than RAMHX: JDVAX (23 years) vs RAMHX (11 years). JDVAX (1.26) is less costly to investors than RAMHX (1.04). JDVAX is a more actively managed with annual turnover of: 63.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than JDVAX: RAMHX (250) vs JDVAX (1000). RAMHX annual gain was more profitable for investors over the last year : 9.41 vs. JDVAX (8.45). RAMHX return over 5 years is better than : 39.79 vs. JDVAX (7.09).
| JDVAX | RAMHX | JDVAX / RAMHX | |
| Total Expense Ratio | 0.96 | 1.04 | 92% |
| Annual Report Gross Expense Ratio | 1.26 | 1.04 | 121% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 11.748 | 14.519 | 81% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 266B | 0% |
| Annual Yield % from dividends | 2.60 | 1.35 | 192% |
| Returns for 1 year | 8.45 | 9.41 | 90% |
| Returns for 3 years | 38.34 | 49.85 | 77% |
| Returns for 5 years | 7.09 | 39.79 | 18% |
| Returns for 10 years | 22.39 | 72.20 | 31% |
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