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JDVSX vs RLEFX
JDVSX vs RLEFX Comparison
Open Charts JDVSX vs RLEFX
JPMorgan Diversified I
Price$16.23
Change-$0.04 (-0.25%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JDVSX vs RLEFX Comparison Chart
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JDVSX vs. RLEFX commentary
Nov 14, 2024
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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. JDVSX (481M). 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 : 22.85 vs. JDVSX (20.11). RLEFX return over 5 years is better than : 37.80 vs. JDVSX (2.67).
| 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 | 12.322 | 15.761 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 240B | 0% |
| Annual Yield % from dividends | 1.20 | 2.42 | 50% |
| Returns for 1 year | 20.11 | 22.85 | 88% |
| Returns for 3 years | -12.86 | 12.39 | -104% |
| Returns for 5 years | 2.67 | 37.80 | 7% |
| Returns for 10 years | 9.79 | N/A | - |
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