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JDVZX vs RAMHX
JDVZX vs RAMHX Comparison
Open Charts JDVZX vs RAMHX
JPMorgan Diversified R6
Price$15.98
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets467.57M
American Funds American Balanced R2E
Price$35.11
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
JDVZX vs RAMHX Comparison Chart
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JDVZX vs. RAMHX commentary
Feb 23, 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 StrongBuy and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 242B vs. JDVZX (468M). 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 (8.69) and JDVZX (8.63) have marching annual gain over last year. RAMHX return over 5 years is better than : 27.61 vs. JDVZX (4.58).
| 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 | 2.964 | 2.811 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 242B | 0% |
| Annual Yield % from dividends | 1.32 | 1.84 | 72% |
| Returns for 1 year | 8.63 | 8.69 | 99% |
| Returns for 3 years | 8.21 | 16.40 | 50% |
| Returns for 5 years | 4.58 | 27.61 | 17% |
| Returns for 10 years | N/A | 48.38 | - |
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