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JDVCX vs RLEFX
JDVCX vs RLEFX Comparison
Open Charts JDVCX vs RLEFX
JPMorgan Diversified C
Price$15.77
Change-$0.14 (-0.88%)
VolumeN/A
Net Assets467.49M
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JDVCX vs RLEFX Comparison Chart
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JDVCX vs. RLEFX commentary
Jun 15, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. JDVCX (467M). RLEFX pays higher dividends than JDVCX: RLEFX (2.09) vs JDVCX (1.81). 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 : 5.49 vs. JDVCX (4.94). RLEFX return over 5 years is better than : 39.46 vs. JDVCX (8.82).
| 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 | 3.850 | 4.524 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 244B | 0% |
| Annual Yield % from dividends | 1.81 | 2.09 | 86% |
| Returns for 1 year | 4.94 | 5.49 | 90% |
| Returns for 3 years | 21.97 | 33.28 | 66% |
| Returns for 5 years | 8.82 | 39.46 | 22% |
| Returns for 10 years | 4.51 | N/A | - |
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