Ad is loading...
JDVAX vs RLEFX
JDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFX
JPMorgan Diversified A
Price$15.86
Change-$0.14 (-0.88%)
VolumeN/A
Net Assets467.57M
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JDVAX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDVAX vs. RLEFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. JDVAX (468M). RLEFX pays higher dividends than JDVAX: RLEFX (2.42) vs JDVAX (0.98). JDVAX was incepted earlier than RLEFX: JDVAX (22 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (94.00). 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 : 9.42 vs. JDVAX (8.21). RLEFX return over 5 years is better than : 31.16 vs. JDVAX (2.79).
| JDVAX | RLEFX | JDVAX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 2.853 | 2.915 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 242B | 0% |
| Annual Yield % from dividends | 0.98 | 2.42 | 41% |
| Returns for 1 year | 8.21 | 9.42 | 87% |
| Returns for 3 years | 7.27 | 18.08 | 40% |
| Returns for 5 years | 2.79 | 31.16 | 9% |
| Returns for 10 years | 7.90 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...