Interact to see
Advertisement
Advertisement
JDVCX vs RLEFX
JDVCX vs RLEFX Comparison
Open Charts JDVCX vs RLEFX
JPMorgan Diversified C
Price$15.48
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets457.79M
American Funds American Balanced R5E
Price$34.88
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
JDVCX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDVCX vs. RLEFX commentary
May 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 238B vs. JDVCX (458M). RLEFX pays higher dividends than JDVCX: RLEFX (2.17) vs JDVCX (1.87). 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 : 4.95 vs. JDVCX (4.30). RLEFX return over 5 years is better than : 39.17 vs. JDVCX (10.82).
| 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 | 1.875 | 2.055 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 458M | 238B | 0% |
| Annual Yield % from dividends | 1.87 | 2.17 | 86% |
| Returns for 1 year | 4.30 | 4.95 | 87% |
| Returns for 3 years | 13.91 | 23.12 | 60% |
| Returns for 5 years | 10.82 | 39.17 | 28% |
| Returns for 10 years | 1.13 | N/A | - |