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JDVSX vs RAMHX
JDVSX vs RAMHX Comparison
Open Charts JDVSX vs RAMHX
JPMorgan Diversified I
Price$16.63
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets470.63M
American Funds American Balanced R2E
Price$36.84
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
JDVSX vs RAMHX Comparison Chart in %
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JDVSX vs. RAMHX commentary
Aug 07, 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 JDVSX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. JDVSX (471M). JDVSX pays higher dividends than RAMHX: JDVSX (2.56) vs RAMHX (1.42). JDVSX was incepted earlier than RAMHX: JDVSX (24 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than JDVSX (0.97). JDVSX is a more actively managed with annual turnover of: 63.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than JDVSX: RAMHX (250) vs JDVSX (1000000). JDVSX annual gain was more profitable for investors over the last year : 11.54 vs. RAMHX (10.27). RAMHX return over 5 years is better than : 34.01 vs. JDVSX (7.42).
| JDVSX | RAMHX | JDVSX / RAMHX | |
| Total Expense Ratio | 0.71 | 1.04 | 68% |
| Annual Report Gross Expense Ratio | 0.97 | 1.04 | 93% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 7.633 | 8.301 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 2.56 | 1.42 | 181% |
| Returns for 1 year | 11.54 | 10.27 | 112% |
| Returns for 3 years | 22.37 | 29.65 | 75% |
| Returns for 5 years | 7.42 | 34.01 | 22% |
| Returns for 10 years | 17.06 | 60.02 | 28% |
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