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JDVCX vs RLEFX
JDVCX vs RLEFX Comparison
Open Charts JDVCX vs RLEFX
JPMorgan Diversified C
Price$15.66
Change-$0.13 (-0.82%)
VolumeN/A
Net Assets467.57M
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JDVCX vs RLEFX Comparison Chart
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JDVCX vs. RLEFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. JDVCX (468M). 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 : 9.42 vs. JDVCX (7.68). RLEFX return over 5 years is better than : 31.16 vs. JDVCX (0.41).
| 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 | 2.823 | 2.915 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 242B | 0% |
| Annual Yield % from dividends | 0.61 | 2.42 | 25% |
| Returns for 1 year | 7.68 | 9.42 | 81% |
| Returns for 3 years | 6.09 | 18.08 | 34% |
| Returns for 5 years | 0.41 | 31.16 | 1% |
| Returns for 10 years | 2.99 | N/A | - |
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