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JDVZX vs RAMHX
JDVZX vs RAMHX Comparison
Open Charts JDVZX vs RAMHX
JPMorgan Diversified R6
Price$15.75
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets464.38M
American Funds American Balanced R2E
Price$34.81
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
JDVZX vs RAMHX Comparison Chart
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JDVZX vs. RAMHX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 240B vs. JDVZX (464M). 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 (11.75) and JDVZX (11.73) have marching annual gain over last year. RAMHX return over 5 years is better than : 27.36 vs. JDVZX (3.39).
| 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 | 1.482 | 1.933 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 240B | 0% |
| Annual Yield % from dividends | 1.32 | 1.84 | 72% |
| Returns for 1 year | 11.73 | 11.75 | 100% |
| Returns for 3 years | 2.78 | 11.25 | 25% |
| Returns for 5 years | 3.39 | 27.36 | 12% |
| Returns for 10 years | N/A | 51.78 | - |
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