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JDVAX vs RAMHX
JDVAX vs RAMHX Comparison
Open Charts JDVAX vs RAMHX
JPMorgan Diversified A
Price$16.68
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets415.59M
American Funds American Balanced R2E
Price$38.47
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets262.74B
JDVAX vs RAMHX Comparison Chart in %
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JDVAX vs. RAMHX commentary
Nov 20, 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 Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 263B vs. JDVAX (416M). JDVAX pays higher dividends than RAMHX: JDVAX (2.58) vs RAMHX (1.33). 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: 83.00 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 : 8.29 vs. JDVAX (7.37). RAMHX return over 5 years is better than : 35.42 vs. JDVAX (1.18).
| 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 | 10.228 | 13.282 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 263B | 0% |
| Annual Yield % from dividends | 2.58 | 1.33 | 193% |
| Returns for 1 year | 7.37 | 8.29 | 89% |
| Returns for 3 years | 29.52 | 38.80 | 76% |
| Returns for 5 years | 1.18 | 35.42 | 3% |
| Returns for 10 years | 19.17 | 65.65 | 29% |
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