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JDVCX vs RLEFX
JDVCX vs RLEFX Comparison
Open Charts JDVCX vs RLEFX
JPMorgan Diversified C
Price$16.17
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets470.57M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JDVCX vs RLEFX Comparison Chart in %
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JDVCX vs. RLEFX commentary
Jul 06, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. JDVCX (471M). RLEFX pays higher dividends than JDVCX: RLEFX (2.01) vs JDVCX (1.88). JDVCX was incepted earlier than RLEFX: JDVCX (22 years) vs RLEFX (10 years). JDVCX (1.74) is less costly to investors than RLEFX (0.39). JDVCX is a more actively managed with annual turnover of: 63.00 vs. RLEFX (44.00). 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 : 8.07 vs. JDVCX (7.16). RLEFX return over 5 years is better than : 42.56 vs. JDVCX (9.35).
| JDVCX | RLEFX | JDVCX / RLEFX | |
| Total Expense Ratio | 1.46 | 0.39 | 374% |
| Annual Report Gross Expense Ratio | 1.74 | 0.39 | 446% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 7.062 | 8.164 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 1.88 | 2.01 | 94% |
| Returns for 1 year | 7.16 | 8.07 | 89% |
| Returns for 3 years | 24.12 | 35.76 | 67% |
| Returns for 5 years | 9.35 | 42.56 | 22% |
| Returns for 10 years | 9.01 | N/A | - |