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JDVAX vs RLEFX
JDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFX
JPMorgan Diversified A
Price$15.15
Change+$0.20 (+1.34%)
VolumeN/A
Net Assets436.3M
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
JDVAX vs RLEFX Comparison Chart
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JDVAX vs. RLEFX commentary
Apr 25, 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: 227B vs. JDVAX (436M). 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). RLEFX annual gain was more profitable for investors over the last year : 4.35 vs. JDVAX (2.88). RLEFX return over 5 years is better than : 36.87 vs. JDVAX (12.05).
| 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 | -2.635 | -1.485 | 177% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 227B | 0% |
| Annual Yield % from dividends | 2.37 | 2.16 | 110% |
| Returns for 1 year | 2.88 | 4.35 | 66% |
| Returns for 3 years | 5.90 | 14.97 | 39% |
| Returns for 5 years | 12.05 | 36.87 | 33% |
| Returns for 10 years | 1.03 | N/A | - |
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