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JDVSX vs RLEFX
JDVSX vs RLEFX Comparison
Open Charts JDVSX vs RLEFX
JPMorgan Diversified I
Price$16.07
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets469.72M
American Funds American Balanced R5E
Price$35.47
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
JDVSX vs RLEFX Comparison Chart
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JDVSX vs. RLEFX commentary
Jan 25, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. JDVSX (470M). RLEFX pays higher dividends than JDVSX: RLEFX (2.42) vs JDVSX (1.20). JDVSX was incepted earlier than RLEFX: JDVSX (23 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JDVSX (94.00). RLEFX has a lower initial minimum investment than JDVSX: RLEFX (250) vs JDVSX (1000000). RLEFX annual gain was more profitable for investors over the last year : 12.82 vs. JDVSX (12.13). RLEFX return over 5 years is better than : 33.21 vs. JDVSX (5.40).
| JDVSX | RLEFX | JDVSX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 3.145 | 3.411 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 243B | 0% |
| Annual Yield % from dividends | 1.20 | 2.42 | 50% |
| Returns for 1 year | 12.13 | 12.82 | 95% |
| Returns for 3 years | 6.37 | 16.64 | 38% |
| Returns for 5 years | 5.40 | 33.21 | 16% |
| Returns for 10 years | 13.07 | N/A | - |