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JDVCX vs RLEFX
JDVCX vs RLEFX Comparison
Open Charts JDVCX vs RLEFX
JPMorgan Diversified C
Price$15.45
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets464.38M
American Funds American Balanced R5E
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
JDVCX vs RLEFX Comparison Chart
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JDVCX vs. RLEFX commentary
Jan 19, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. JDVCX (464M). RLEFX pays higher dividends than JDVCX: RLEFX (2.42) vs JDVCX (0.61). JDVCX was incepted earlier than RLEFX: JDVCX (22 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (94.00). RLEFX has a lower initial minimum investment than JDVCX: RLEFX (250) vs JDVCX (1000). RLEFX annual gain was more profitable for investors over the last year : 12.49 vs. JDVCX (10.72). RLEFX return over 5 years is better than : 30.88 vs. JDVCX (-0.75).
| JDVCX | RLEFX | JDVCX / 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 | 1.445 | 1.953 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 240B | 0% |
| Annual Yield % from dividends | 0.61 | 2.42 | 25% |
| Returns for 1 year | 10.72 | 12.49 | 86% |
| Returns for 3 years | 0.87 | 12.81 | 7% |
| Returns for 5 years | -0.75 | 30.88 | -2% |
| Returns for 10 years | 5.11 | N/A | - |