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JDVCX vs RLEFX
JDVCX vs RLEFX Comparison
Open Charts JDVCX vs RLEFX
JPMorgan Diversified C
Price$15.71
Change-$0.12 (-0.76%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.11
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
JDVCX vs RLEFX Comparison Chart
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JDVCX vs. RLEFX commentary
Nov 18, 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: 236B vs. JDVCX (475M). 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 : 21.09 vs. JDVCX (17.69). RLEFX return over 5 years is better than : 35.95 vs. JDVCX (-2.23).
| 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 | 10.265 | 14.211 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 236B | 0% |
| Annual Yield % from dividends | 0.61 | 2.42 | 25% |
| Returns for 1 year | 17.69 | 21.09 | 84% |
| Returns for 3 years | -15.58 | 10.95 | -142% |
| Returns for 5 years | -2.23 | 35.95 | -6% |
| Returns for 10 years | 0.62 | N/A | - |