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JDVSX vs RLEFX
JDVSX vs RLEFX Comparison
Open Charts JDVSX vs RLEFX
JPMorgan Diversified I
Price$15.76
Change+$0.09 (+0.57%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.32
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
JDVSX vs RLEFX Comparison Chart
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JDVSX vs. RLEFX commentary
Dec 23, 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 Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. JDVSX (461M). 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 : 10.40 vs. JDVSX (9.36). RLEFX return over 5 years is better than : 31.02 vs. JDVSX (4.21).
| 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 | 8.801 | 9.746 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 461M | 236B | 0% |
| Annual Yield % from dividends | 1.20 | 2.42 | 50% |
| Returns for 1 year | 9.36 | 10.40 | 90% |
| Returns for 3 years | 0.61 | 9.87 | 6% |
| Returns for 5 years | 4.21 | 31.02 | 14% |
| Returns for 10 years | 10.95 | N/A | - |
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