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JDVCX vs RLEFX
JDVCX vs RLEFX Comparison
Open Charts JDVCX vs RLEFX
JPMorgan Diversified C
Price$15.33
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets454.64M
American Funds American Balanced R5E
Price$34.33
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
JDVCX vs RLEFX Comparison Chart
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JDVCX vs. RLEFX commentary
Apr 03, 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 Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. JDVCX (455M). RLEFX pays higher dividends than JDVCX: RLEFX (2.16) vs JDVCX (1.86). JDVCX was incepted earlier than RLEFX: JDVCX (22 years) vs RLEFX (9 years). JDVCX (1.74) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (63.00). 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 : 4.47 vs. JDVCX (3.64). RLEFX return over 5 years is better than : 51.23 vs. JDVCX (23.06).
| JDVCX | RLEFX | JDVCX / RLEFX | |
| Total Expense Ratio | 1.46 | 0.40 | 365% |
| Annual Report Gross Expense Ratio | 1.74 | 0.40 | 435% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 0.558 | 0.446 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 234B | 0% |
| Annual Yield % from dividends | 1.86 | 2.16 | 86% |
| Returns for 1 year | 3.64 | 4.47 | 81% |
| Returns for 3 years | 3.68 | 12.95 | 28% |
| Returns for 5 years | 23.06 | 51.23 | 45% |
| Returns for 10 years | 1.08 | N/A | - |
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