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JDVZX vs RAMHX
JDVZX vs RAMHX Comparison
Open Charts JDVZX vs RAMHX
JPMorgan Diversified R6
Price$16.49
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets467.84M
American Funds American Balanced R2E
Price$36.32
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
JDVZX vs RAMHX Comparison Chart in %
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JDVZX vs. RAMHX commentary
Jul 01, 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 Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 250B vs. JDVZX (468M). JDVZX pays higher dividends than RAMHX: JDVZX (2.66) vs RAMHX (1.49). 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 annual gain was more profitable for investors over the last year : 8.15 vs. RAMHX (7.07). RAMHX return over 5 years is better than : 40.35 vs. JDVZX (16.12).
| 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 | 6.802 | 6.772 | 100% |
| 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 | 250B | 0% |
| Annual Yield % from dividends | 2.66 | 1.49 | 178% |
| Returns for 1 year | 8.15 | 7.07 | 115% |
| Returns for 3 years | 25.50 | 32.52 | 78% |
| Returns for 5 years | 16.12 | 40.35 | 40% |
| Returns for 10 years | N/A | 59.31 | - |
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