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JDVZX vs RLEFX
JDVZX vs RLEFX Comparison
Open Charts JDVZX vs RLEFX
JPMorgan Diversified R6
Price$15.22
Change-$0.40 (-2.56%)
VolumeN/A
Net Assets456.36M
American Funds American Balanced R5E
Price$33.46
Change-$0.87 (-2.53%)
VolumeN/A
Net Assets235.03B
JDVZX vs RLEFX Comparison Chart
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JDVZX vs. RLEFX 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 235B vs. JDVZX (456M). JDVZX pays higher dividends than RLEFX: JDVZX (2.74) vs RLEFX (2.16). JDVZX was incepted earlier than RLEFX: JDVZX (7 years) vs RLEFX (9 years). JDVZX (0.70) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JDVZX (63.00). RLEFX has a lower initial minimum investment than JDVZX: RLEFX (250) vs JDVZX (15000000). JDVZX annual gain was more profitable for investors over the last year : 2.03 vs. RLEFX (1.58). RLEFX return over 5 years is better than : 47.40 vs. JDVZX (25.45).
| JDVZX | RLEFX | JDVZX / RLEFX | |
| Total Expense Ratio | 0.58 | 0.40 | 145% |
| Annual Report Gross Expense Ratio | 0.70 | 0.40 | 175% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | -1.423 | -2.100 | 68% |
| 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 | 2.16 | 127% |
| Returns for 1 year | 2.03 | 1.58 | 129% |
| Returns for 3 years | 3.18 | 9.71 | 33% |
| Returns for 5 years | 25.45 | 47.40 | 54% |
| Returns for 10 years | N/A | N/A | - |
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