Ad is loading...
JDVCX vs RLEFX
JDVCX vs RLEFX Comparison
Open Charts JDVCX vs RLEFX
JPMorgan Diversified C
Price$15.35
Change-$0.38 (-2.42%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.22
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
JDVCX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDVCX vs. RLEFX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. JDVCX (471M). 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). JDVCX annual gain was more profitable for investors over the last year : 11.64 vs. RLEFX (9.91). RLEFX return over 5 years is better than : 30.64 vs. JDVCX (2.98).
| 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 | 10.406 | 9.426 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 241B | 0% |
| Annual Yield % from dividends | 0.61 | 2.42 | 25% |
| Returns for 1 year | 11.64 | 9.91 | 117% |
| Returns for 3 years | 1.55 | 9.89 | 16% |
| Returns for 5 years | 2.98 | 30.64 | 10% |
| Returns for 10 years | 5.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...