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JDVCX vs RAMHX
JDVCX vs RAMHX Comparison
Open Charts JDVCX vs RAMHX
JPMorgan Diversified C
Price$16.09
Change-$0.08 (-0.49%)
VolumeN/A
Net Assets470.26M
American Funds American Balanced R2E
Price$36.54
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets252.98B
JDVCX vs RAMHX Comparison Chart in %
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JDVCX vs. RAMHX commentary
Aug 02, 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 JDVCX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 253B vs. JDVCX (470M). JDVCX pays higher dividends than RAMHX: JDVCX (1.88) vs RAMHX (1.42). JDVCX was incepted earlier than RAMHX: JDVCX (22 years) vs RAMHX (11 years). JDVCX (1.74) is less costly to investors than RAMHX (1.04). JDVCX is a more actively managed with annual turnover of: 63.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than JDVCX: RAMHX (250) vs JDVCX (1000). JDVCX annual gain was more profitable for investors over the last year : 7.93 vs. RAMHX (6.97). RAMHX return over 5 years is better than : 34.64 vs. JDVCX (5.03).
| JDVCX | RAMHX | JDVCX / RAMHX | |
| Total Expense Ratio | 1.46 | 1.04 | 140% |
| Annual Report Gross Expense Ratio | 1.74 | 1.04 | 167% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 7.062 | 7.419 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 253B | 0% |
| Annual Yield % from dividends | 1.88 | 1.42 | 132% |
| Returns for 1 year | 7.93 | 6.97 | 114% |
| Returns for 3 years | 20.28 | 29.30 | 69% |
| Returns for 5 years | 5.03 | 34.64 | 15% |
| Returns for 10 years | 8.36 | 57.70 | 14% |
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