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JDVSX vs RLEFX
JDVSX vs RLEFX Comparison
Open Charts JDVSX vs RLEFX
JPMorgan Diversified I
Price$16.31
Change-$0.06 (-0.37%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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JDVSX vs RLEFX Comparison Chart
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JDVSX vs. RLEFX commentary
Sep 21, 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: 236B vs. JDVSX (487M). 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 : 21.19 vs. JDVSX (20.03). RLEFX return over 5 years is better than : 38.64 vs. JDVSX (4.08).
| 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 | 10.946 | 12.883 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 236B | 0% |
| Annual Yield % from dividends | 1.20 | 2.42 | 50% |
| Returns for 1 year | 20.03 | 21.19 | 95% |
| Returns for 3 years | -11.60 | 12.81 | -91% |
| Returns for 5 years | 4.08 | 38.64 | 11% |
| Returns for 10 years | 8.93 | N/A | - |
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