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JDVCX vs RLEFX
JDVCX vs RLEFX Comparison
Open Charts JDVCX vs RLEFX
JPMorgan Diversified C
Price$16.51
Change+$0.19 (+1.16%)
VolumeN/A
Net Assets476.78M
American Funds American Balanced R5E
Price$37.55
Change+$0.41 (+1.10%)
VolumeN/A
Net Assets253.63B
JDVCX vs RLEFX Comparison Chart in %
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JDVCX vs. RLEFX commentary
Aug 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: 254B vs. JDVCX (477M). RLEFX pays higher dividends than JDVCX: RLEFX (2.00) vs JDVCX (1.88). 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 : 8.22 vs. JDVCX (6.22). RLEFX return over 5 years is better than : 39.71 vs. JDVCX (3.95).
| 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 | 8.055 | 10.249 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 254B | 0% |
| Annual Yield % from dividends | 1.88 | 2.00 | 94% |
| Returns for 1 year | 6.22 | 8.22 | 76% |
| Returns for 3 years | 21.92 | 34.08 | 64% |
| Returns for 5 years | 3.95 | 39.71 | 10% |
| Returns for 10 years | 17.80 | N/A | - |
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