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JDVSX vs RLEFX
JDVSX vs RLEFX Comparison
Open Charts JDVSX vs RLEFX
JPMorgan Diversified I
Price$16.48
Change+$0.12 (+0.73%)
VolumeN/A
Net Assets471.43M
American Funds American Balanced R5E
Price$36.38
Change+$0.26 (+0.72%)
VolumeN/A
Net Assets247.64B
JDVSX vs RLEFX Comparison Chart in %
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JDVSX vs. RLEFX commentary
Jun 27, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 248B vs. JDVSX (471M). JDVSX pays higher dividends than RLEFX: JDVSX (2.52) vs RLEFX (2.09). 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 : 7.55 vs. JDVSX (6.87). RLEFX return over 5 years is better than : 43.86 vs. JDVSX (14.33).
| JDVSX | RLEFX | JDVSX / RLEFX | |
| Total Expense Ratio | 0.71 | 0.39 | 182% |
| Annual Report Gross Expense Ratio | 0.97 | 0.39 | 249% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 5.516 | 6.814 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 248B | 0% |
| Annual Yield % from dividends | 2.52 | 2.09 | 121% |
| Returns for 1 year | 6.87 | 7.55 | 91% |
| Returns for 3 years | 22.86 | 33.32 | 69% |
| Returns for 5 years | 14.33 | 43.86 | 33% |
| Returns for 10 years | 15.04 | N/A | - |
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