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JDVAX vs RLEFX
JDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFX
JPMorgan Diversified A
Price$15.59
Change-$0.19 (-1.20%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.80
Change-$0.42 (-1.19%)
VolumeN/A
CapitalizationN/A
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JDVAX vs RLEFX Comparison Chart
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JDVAX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 228B vs. JDVAX (469M). RLEFX pays higher dividends than JDVAX: RLEFX (2.42) vs JDVAX (0.98). JDVAX was incepted earlier than RLEFX: JDVAX (21 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (94.00). RLEFX has a lower initial minimum investment than JDVAX: RLEFX (250) vs JDVAX (1000). RLEFX (19.03) and JDVAX (18.15) have marching annual gain over last year. RLEFX return over 5 years is better than : 36.32 vs. JDVAX (1.28).
| JDVAX | RLEFX | JDVAX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 9.256 | 11.009 | 84% |
| 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 | 2.42 | 41% |
| Returns for 1 year | 18.15 | 19.03 | 95% |
| Returns for 3 years | -14.54 | 9.43 | -154% |
| Returns for 5 years | 1.28 | 36.32 | 4% |
| Returns for 10 years | 4.22 | N/A | - |
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