JDVSX
Price
$16.94
Change
+$0.05 (+0.30%)
Updated
Aug 28 closing price
Net Assets
481.56M
RLEFX
Price
$37.72
Change
+$0.14 (+0.37%)
Updated
Aug 28 closing price
Net Assets
255.46B
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JDVSX vs RLEFX

Header iconJDVSX vs RLEFX Comparison
Open Charts JDVSX vs RLEFXBanner chart's image
JPMorgan Diversified I
Price$16.94
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets481.56M
American Funds American Balanced R5E
Price$37.72
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
JDVSX vs RLEFX Comparison Chart in %
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JDVSX vs. RLEFX 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 RLEFX is a Buy.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 255B vs. JDVSX (482M). JDVSX pays higher dividends than RLEFX: JDVSX (2.56) vs RLEFX (2.00). JDVSX was incepted earlier than RLEFX: JDVSX (24 years) vs RLEFX (10 years). JDVSX (0.97) is less costly to investors than RLEFX (0.39). JDVSX is a more actively managed with annual turnover of: 63.00 vs. RLEFX (44.00). 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 : 8.29 vs. JDVSX (7.69). RLEFX return over 5 years is better than : 38.54 vs. JDVSX (6.75).
JDVSXRLEFXJDVSX / RLEFX
Total Expense Ratio0.710.39182%
Annual Report Gross Expense Ratio0.970.39249%
Fund Existence24 years10 years-
Gain YTD9.71210.74890%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets482M255B0%
Annual Yield % from dividends2.562.00128%
Returns for 1 year7.698.2993%
Returns for 3 years27.2336.3075%
Returns for 5 years6.7538.5418%
Returns for 10 years24.29N/A-
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