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JDVZX vs RLEFX
JDVZX vs RLEFX Comparison
Open Charts JDVZX vs RLEFX
JPMorgan Diversified R6
Price$16.49
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets467.84M
American Funds American Balanced R5E
Price$36.48
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets250.05B
JDVZX vs RLEFX Comparison Chart in %
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JDVZX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 250B vs. JDVZX (468M). JDVZX pays higher dividends than RLEFX: JDVZX (2.66) vs RLEFX (2.09). JDVZX was incepted earlier than RLEFX: JDVZX (8 years) vs RLEFX (10 years). JDVZX (0.70) is less costly to investors than RLEFX (0.39). JDVZX is a more actively managed with annual turnover of: 63.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than JDVZX: RLEFX (250) vs JDVZX (15000000). JDVZX (8.15) and RLEFX (7.82) have marching annual gain over last year. RLEFX return over 5 years is better than : 44.26 vs. JDVZX (16.12).
| JDVZX | RLEFX | JDVZX / RLEFX | |
| Total Expense Ratio | 0.58 | 0.39 | 149% |
| Annual Report Gross Expense Ratio | 0.70 | 0.39 | 179% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 6.802 | 7.107 | 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 | 468M | 250B | 0% |
| Annual Yield % from dividends | 2.66 | 2.09 | 127% |
| Returns for 1 year | 8.15 | 7.82 | 104% |
| Returns for 3 years | 25.50 | 34.76 | 73% |
| Returns for 5 years | 16.12 | 44.26 | 36% |
| Returns for 10 years | N/A | N/A | - |
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