Interact to see
Advertisement
Advertisement
JDVCX vs RAMHX
JDVCX vs RAMHX Comparison
Open Charts JDVCX vs RAMHX
JPMorgan Diversified C
Price$16.46
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets415.59M
American Funds American Balanced R2E
Price$38.47
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
JDVCX vs RAMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVCX vs. RAMHX commentary
Nov 20, 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 Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 264B vs. JDVCX (416M). JDVCX pays higher dividends than RAMHX: JDVCX (2.13) vs RAMHX (1.33). JDVCX was incepted earlier than RAMHX: JDVCX (23 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: 83.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than JDVCX: RAMHX (250) vs JDVCX (1000). RAMHX annual gain was more profitable for investors over the last year : 8.29 vs. JDVCX (6.85). RAMHX return over 5 years is better than : 35.42 vs. JDVCX (-1.19).
| JDVCX | RAMHX | JDVCX / RAMHX | |
| Total Expense Ratio | 1.46 | 1.04 | 140% |
| Annual Report Gross Expense Ratio | 1.74 | 1.04 | 167% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 9.737 | 13.282 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 264B | 0% |
| Annual Yield % from dividends | 2.13 | 1.33 | 159% |
| Returns for 1 year | 6.85 | 8.29 | 83% |
| Returns for 3 years | 27.70 | 38.80 | 71% |
| Returns for 5 years | -1.19 | 35.42 | -3% |
| Returns for 10 years | 13.55 | 65.65 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement