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JDVSX vs RAMHX
JDVSX vs RAMHX Comparison
Open Charts JDVSX vs RAMHX
JPMorgan Diversified I
Price$17.12
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets495.49M
American Funds American Balanced R2E
Price$38.76
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
JDVSX vs RAMHX Comparison Chart in %
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JDVSX vs. RAMHX commentary
Oct 06, 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: 266B vs. JDVSX (495M). JDVSX pays higher dividends than RAMHX: JDVSX (2.81) vs RAMHX (1.35). 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). RAMHX annual gain was more profitable for investors over the last year : 9.35 vs. JDVSX (8.81). RAMHX return over 5 years is better than : 42.29 vs. JDVSX (11.86).
| 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 | 12.158 | 14.136 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 266B | 0% |
| Annual Yield % from dividends | 2.81 | 1.35 | 207% |
| Returns for 1 year | 8.81 | 9.35 | 94% |
| Returns for 3 years | 36.08 | 45.38 | 79% |
| Returns for 5 years | 11.86 | 42.29 | 28% |
| Returns for 10 years | 27.44 | 73.40 | 37% |