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JDVSX vs RAMHX
JDVSX vs RAMHX Comparison
Open Charts JDVSX vs RAMHX
JPMorgan Diversified I
Price$16.94
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets481.56M
American Funds American Balanced R2E
Price$37.51
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
JDVSX vs RAMHX Comparison Chart in %
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JDVSX vs. RAMHX commentary
Aug 29, 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: 255B vs. JDVSX (482M). 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 (7.69) and RAMHX (7.55) have marching annual gain over last year. RAMHX return over 5 years is better than : 34.78 vs. JDVSX (6.75).
| 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 | 9.712 | 10.270 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 255B | 0% |
| Annual Yield % from dividends | 2.56 | 1.42 | 181% |
| Returns for 1 year | 7.69 | 7.55 | 102% |
| Returns for 3 years | 27.23 | 33.96 | 80% |
| Returns for 5 years | 6.75 | 34.78 | 19% |
| Returns for 10 years | 24.29 | 68.93 | 35% |
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