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JDVAX vs RLEFX
JDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFX
JPMorgan Diversified A
Price$16.47
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets472.24M
American Funds American Balanced R5E
Price$37.02
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
JDVAX vs RLEFX Comparison Chart in %
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JDVAX vs. RLEFX commentary
Aug 08, 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: 253B vs. JDVAX (472M). 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). JDVAX (11.81) and RLEFX (11.61) have marching annual gain over last year. RLEFX return over 5 years is better than : 37.74 vs. JDVAX (6.42).
| 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 | 7.843 | 8.693 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 253B | 0% |
| Annual Yield % from dividends | 2.35 | 2.00 | 118% |
| Returns for 1 year | 11.81 | 11.61 | 102% |
| Returns for 3 years | 21.73 | 31.57 | 69% |
| Returns for 5 years | 6.42 | 37.74 | 17% |
| Returns for 10 years | 13.73 | N/A | - |
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