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JDVAX vs RLEFX
JDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFX
JPMorgan Diversified A
Price$16.30
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets471.43M
American Funds American Balanced R5E
Price$36.38
Change+$0.26 (+0.72%)
VolumeN/A
Net Assets247.64B
JDVAX vs RLEFX Comparison Chart in %
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JDVAX vs. RLEFX commentary
Jun 27, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 248B vs. JDVAX (471M). JDVAX pays higher dividends than RLEFX: JDVAX (2.30) vs RLEFX (2.09). 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 : 7.55 vs. JDVAX (6.62). RLEFX return over 5 years is better than : 43.86 vs. JDVAX (12.83).
| 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 | 5.376 | 6.814 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 248B | 0% |
| Annual Yield % from dividends | 2.30 | 2.09 | 110% |
| Returns for 1 year | 6.62 | 7.55 | 88% |
| Returns for 3 years | 22.01 | 33.32 | 66% |
| Returns for 5 years | 12.83 | 43.86 | 29% |
| Returns for 10 years | 12.16 | N/A | - |
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