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JDVAX vs RLEFX
JDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFX
JPMorgan Diversified A
Price$15.93
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets466.52M
American Funds American Balanced R5E
Price$35.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
JDVAX vs RLEFX Comparison Chart
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JDVAX vs. RLEFX commentary
Jun 07, 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: 244B vs. JDVAX (467M). 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 : 7.16 vs. JDVAX (5.77). RLEFX return over 5 years is better than : 35.68 vs. JDVAX (7.92).
| 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 | 4.073 | 4.659 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 244B | 0% |
| Annual Yield % from dividends | 2.30 | 2.09 | 110% |
| Returns for 1 year | 5.77 | 7.16 | 81% |
| Returns for 3 years | 15.56 | 23.58 | 66% |
| Returns for 5 years | 7.92 | 35.68 | 22% |
| Returns for 10 years | 10.11 | N/A | - |
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