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JDVAX vs RLEFX
JDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFX
JPMorgan Diversified A
Price$14.49
Change-$0.63 (-4.17%)
VolumeN/A
Net Assets443.67M
American Funds American Balanced R5E
Price$32.23
Change-$1.23 (-3.68%)
VolumeN/A
Net Assets229B
JDVAX vs RLEFX Comparison Chart
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JDVAX vs. RLEFX commentary
Apr 05, 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 Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 229B vs. JDVAX (444M). JDVAX pays higher dividends than RLEFX: JDVAX (2.37) vs RLEFX (2.16). JDVAX was incepted earlier than RLEFX: JDVAX (22 years) vs RLEFX (9 years). JDVAX (1.26) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (63.00). RLEFX has a lower initial minimum investment than JDVAX: RLEFX (250) vs JDVAX (1000). JDVAX annual gain was more profitable for investors over the last year : 4.35 vs. RLEFX (1.58). RLEFX return over 5 years is better than : 47.40 vs. JDVAX (26.59).
| JDVAX | RLEFX | JDVAX / RLEFX | |
| Total Expense Ratio | 0.96 | 0.40 | 240% |
| Annual Report Gross Expense Ratio | 1.26 | 0.40 | 315% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 1.078 | -2.100 | -51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 229B | 0% |
| Annual Yield % from dividends | 2.37 | 2.16 | 110% |
| Returns for 1 year | 4.35 | 1.58 | 276% |
| Returns for 3 years | 5.00 | 9.71 | 52% |
| Returns for 5 years | 26.59 | 47.40 | 56% |
| Returns for 10 years | 5.93 | N/A | - |
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