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JDVZX vs RAMHX
JDVZX vs RAMHX Comparison
Open Charts JDVZX vs RAMHX
JPMorgan Diversified R6
Price$16.03
Change-$0.12 (-0.74%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$35.93
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
JDVZX vs RAMHX Comparison Chart
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JDVZX vs. RAMHX commentary
Nov 18, 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 JDVZX is a StrongBuy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. JDVZX (475M). RAMHX pays higher dividends than JDVZX: RAMHX (1.84) vs JDVZX (1.32). JDVZX was incepted earlier than RAMHX: JDVZX (7 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. JDVZX (94.00). 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 : 20.31 vs. JDVZX (18.75). RAMHX return over 5 years is better than : 32.43 vs. JDVZX (1.98).
| JDVZX | RAMHX | JDVZX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 11.156 | 13.582 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 236B | 0% |
| Annual Yield % from dividends | 1.32 | 1.84 | 72% |
| Returns for 1 year | 18.75 | 20.31 | 92% |
| Returns for 3 years | -13.68 | 9.39 | -146% |
| Returns for 5 years | 1.98 | 32.43 | 6% |
| Returns for 10 years | N/A | 46.74 | - |
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