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JDVZX vs RAMHX
JDVZX vs RAMHX Comparison
Open Charts JDVZX vs RAMHX
JPMorgan Diversified R6
Price$16.10
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets465.13M
American Funds American Balanced R2E
Price$35.61
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
JDVZX vs RAMHX Comparison Chart
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JDVZX vs. RAMHX commentary
Jun 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 JDVZX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 243B vs. JDVZX (465M). JDVZX pays higher dividends than RAMHX: JDVZX (2.66) vs RAMHX (1.49). JDVZX was incepted earlier than RAMHX: JDVZX (8 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than JDVZX (0.70). JDVZX is a more actively managed with annual turnover of: 63.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than JDVZX: RAMHX (250) vs JDVZX (15000000). RAMHX annual gain was more profitable for investors over the last year : 6.60 vs. JDVZX (6.13). RAMHX return over 5 years is better than : 32.17 vs. JDVZX (9.75).
| JDVZX | RAMHX | JDVZX / RAMHX | |
| Total Expense Ratio | 0.58 | 1.04 | 56% |
| Annual Report Gross Expense Ratio | 0.70 | 1.04 | 67% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 4.276 | 4.481 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 243B | 0% |
| Annual Yield % from dividends | 2.66 | 1.49 | 178% |
| Returns for 1 year | 6.13 | 6.60 | 93% |
| Returns for 3 years | 15.97 | 20.84 | 77% |
| Returns for 5 years | 9.75 | 32.17 | 30% |
| Returns for 10 years | N/A | 54.63 | - |
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