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JDVZX vs RAMHX
JDVZX vs RAMHX Comparison
Open Charts JDVZX vs RAMHX
JPMorgan Diversified R6
Price$16.88
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets481.56M
American Funds American Balanced R2E
Price$37.51
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
JDVZX vs RAMHX Comparison Chart in %
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JDVZX vs. RAMHX commentary
Aug 29, 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: 255B vs. JDVZX (482M). JDVZX pays higher dividends than RAMHX: JDVZX (2.70) vs RAMHX (1.42). 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). JDVZX (7.86) and RAMHX (7.55) have marching annual gain over last year. RAMHX return over 5 years is better than : 34.78 vs. JDVZX (7.29).
| 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 | 9.884 | 10.270 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 255B | 0% |
| Annual Yield % from dividends | 2.70 | 1.42 | 190% |
| Returns for 1 year | 7.86 | 7.55 | 104% |
| Returns for 3 years | 27.67 | 33.96 | 81% |
| Returns for 5 years | 7.29 | 34.78 | 21% |
| Returns for 10 years | N/A | 68.93 | - |
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