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JDVZX vs RAMHX
JDVZX vs RAMHX Comparison
Open Charts JDVZX vs RAMHX
JPMorgan Diversified R6
Price$15.22
Change-$0.40 (-2.56%)
VolumeN/A
Net Assets456.36M
American Funds American Balanced R2E
Price$33.31
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
JDVZX vs RAMHX Comparison Chart
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JDVZX vs. RAMHX commentary
Apr 04, 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 Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 235B vs. JDVZX (456M). JDVZX pays higher dividends than RAMHX: JDVZX (2.74) vs RAMHX (1.54). JDVZX was incepted earlier than RAMHX: JDVZX (7 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than JDVZX (0.70). RAMHX is a more actively managed with annual turnover of: 171.00 vs. JDVZX (63.00). RAMHX has a lower initial minimum investment than JDVZX: RAMHX (250) vs JDVZX (15000000). JDVZX annual gain was more profitable for investors over the last year : 2.03 vs. RAMHX (0.88). RAMHX return over 5 years is better than : 43.40 vs. JDVZX (25.45).
| JDVZX | RAMHX | JDVZX / RAMHX | |
| Total Expense Ratio | 0.58 | 1.04 | 56% |
| Annual Report Gross Expense Ratio | 0.70 | 1.04 | 67% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | -1.423 | -2.267 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 456M | 235B | 0% |
| Annual Yield % from dividends | 2.74 | 1.54 | 177% |
| Returns for 1 year | 2.03 | 0.88 | 231% |
| Returns for 3 years | 3.18 | 8.00 | 40% |
| Returns for 5 years | 25.45 | 43.40 | 59% |
| Returns for 10 years | N/A | 43.77 | - |
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