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JDVAX vs RLEFX
JDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFX
JPMorgan Diversified A
Price$16.76
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets481.56M
American Funds American Balanced R5E
Price$37.72
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
JDVAX vs RLEFX Comparison Chart in %
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JDVAX vs. RLEFX commentary
Aug 30, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 255B vs. JDVAX (482M). JDVAX pays higher dividends than RLEFX: JDVAX (2.35) vs RLEFX (2.00). JDVAX was incepted earlier than RLEFX: JDVAX (22 years) vs RLEFX (10 years). JDVAX (1.26) is less costly to investors than RLEFX (0.39). JDVAX is a more actively managed with annual turnover of: 63.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than JDVAX: RLEFX (250) vs JDVAX (1000). RLEFX annual gain was more profitable for investors over the last year : 8.29 vs. JDVAX (7.44). RLEFX return over 5 years is better than : 38.54 vs. JDVAX (5.43).
| JDVAX | RLEFX | JDVAX / RLEFX | |
| Total Expense Ratio | 0.96 | 0.39 | 246% |
| Annual Report Gross Expense Ratio | 1.26 | 0.39 | 323% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 9.548 | 10.748 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 255B | 0% |
| Annual Yield % from dividends | 2.35 | 2.00 | 118% |
| Returns for 1 year | 7.44 | 8.29 | 90% |
| Returns for 3 years | 26.33 | 36.30 | 73% |
| Returns for 5 years | 5.43 | 38.54 | 14% |
| Returns for 10 years | 21.15 | N/A | - |
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