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JDVSX vs RAMHX
JDVSX vs RAMHX Comparison
Open Charts JDVSX vs RAMHX
JPMorgan Diversified I
Price$16.88
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets413.6M
American Funds American Balanced R2E
Price$38.57
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
JDVSX vs RAMHX Comparison Chart in %
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JDVSX vs. RAMHX commentary
Nov 20, 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 Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 263B vs. JDVSX (414M). JDVSX pays higher dividends than RAMHX: JDVSX (2.78) vs RAMHX (1.33). 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: 83.00 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 : 8.45 vs. JDVSX (7.62). RAMHX return over 5 years is better than : 36.09 vs. JDVSX (2.65).
| 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 | 10.585 | 13.577 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 263B | 0% |
| Annual Yield % from dividends | 2.78 | 1.33 | 208% |
| Returns for 1 year | 7.62 | 8.45 | 90% |
| Returns for 3 years | 30.64 | 39.16 | 78% |
| Returns for 5 years | 2.65 | 36.09 | 7% |
| Returns for 10 years | 22.45 | 66.08 | 34% |
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