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JDVAX vs RAMHX
JDVAX vs RAMHX Comparison
Open Charts JDVAX vs RAMHX
JPMorgan Diversified A
Price$16.47
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets472.24M
American Funds American Balanced R2E
Price$36.83
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
JDVAX vs RAMHX Comparison Chart in %
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JDVAX vs. RAMHX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 253B vs. JDVAX (472M). JDVAX pays higher dividends than RAMHX: JDVAX (2.35) vs RAMHX (1.42). JDVAX was incepted earlier than RAMHX: JDVAX (22 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). JDVAX annual gain was more profitable for investors over the last year : 11.81 vs. RAMHX (10.89). RAMHX return over 5 years is better than : 33.98 vs. JDVAX (6.42).
| JDVAX | RAMHX | JDVAX / RAMHX | |
| Total Expense Ratio | 0.96 | 1.04 | 92% |
| Annual Report Gross Expense Ratio | 1.26 | 1.04 | 121% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 7.843 | 8.271 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 253B | 0% |
| Annual Yield % from dividends | 2.35 | 1.42 | 166% |
| Returns for 1 year | 11.81 | 10.89 | 108% |
| Returns for 3 years | 21.73 | 29.36 | 74% |
| Returns for 5 years | 6.42 | 33.98 | 19% |
| Returns for 10 years | 13.73 | 58.89 | 23% |
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