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JDVAX vs RLEFX
JDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFX
JPMorgan Diversified A
Price$15.56
Change-$0.39 (-2.45%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.22
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
JDVAX vs RLEFX Comparison Chart
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JDVAX vs. RLEFX commentary
Dec 19, 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 StrongBuy and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. JDVAX (471M). RLEFX pays higher dividends than JDVAX: RLEFX (2.42) vs JDVAX (0.98). JDVAX was incepted earlier than RLEFX: JDVAX (22 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 (12.69) and JDVAX (12.27) have marching annual gain over last year. RLEFX return over 5 years is better than : 33.70 vs. JDVAX (5.45).
| JDVAX | RLEFX | JDVAX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 10.985 | 11.668 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 241B | 0% |
| Annual Yield % from dividends | 0.98 | 2.42 | 41% |
| Returns for 1 year | 12.27 | 12.69 | 97% |
| Returns for 3 years | 2.73 | 12.14 | 22% |
| Returns for 5 years | 5.45 | 33.70 | 16% |
| Returns for 10 years | 10.86 | N/A | - |
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