JDVSX
Price
$16.63
Change
+$0.06 (+0.36%)
Updated
Aug 6 closing price
Net Assets
470.63M
RLEFX
Price
$37.03
Change
+$0.09 (+0.24%)
Updated
Aug 6 closing price
Net Assets
252.49B
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JDVSX vs RLEFX

Header iconJDVSX vs RLEFX Comparison
Open Charts JDVSX vs RLEFXBanner chart's image
JPMorgan Diversified I
Price$16.63
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets470.63M
American Funds American Balanced R5E
Price$37.03
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
JDVSX vs RLEFX Comparison Chart in %
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JDVSX vs. RLEFX commentary
Aug 07, 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: 252B vs. JDVSX (471M). 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). JDVSX (11.54) and RLEFX (11.02) have marching annual gain over last year. RLEFX return over 5 years is better than : 37.78 vs. JDVSX (7.42).
JDVSXRLEFXJDVSX / RLEFX
Total Expense Ratio0.710.39182%
Annual Report Gross Expense Ratio0.970.39249%
Fund Existence24 years10 years-
Gain YTD7.6338.72288%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets471M252B0%
Annual Yield % from dividends2.562.00128%
Returns for 1 year11.5411.02105%
Returns for 3 years22.3731.8770%
Returns for 5 years7.4237.7820%
Returns for 10 years17.06N/A-
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