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JDVZX vs RLEFX
JDVZX vs RLEFX Comparison
Open Charts JDVZX vs RLEFX
JPMorgan Diversified R6
Price$16.01
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets467.15M
American Funds American Balanced R5E
Price$35.37
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
JDVZX vs RLEFX Comparison Chart
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JDVZX vs. RLEFX commentary
Jan 31, 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: 241B vs. JDVZX (467M). RLEFX pays higher dividends than JDVZX: RLEFX (2.42) vs JDVZX (1.32). JDVZX was incepted earlier than RLEFX: JDVZX (7 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JDVZX (94.00). RLEFX has a lower initial minimum investment than JDVZX: RLEFX (250) vs JDVZX (15000000). RLEFX annual gain was more profitable for investors over the last year : 12.30 vs. JDVZX (11.42). RLEFX return over 5 years is better than : 34.94 vs. JDVZX (7.36).
| JDVZX | RLEFX | JDVZX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 3.157 | 3.120 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 241B | 0% |
| Annual Yield % from dividends | 1.32 | 2.42 | 55% |
| Returns for 1 year | 11.42 | 12.30 | 93% |
| Returns for 3 years | 5.60 | 15.20 | 37% |
| Returns for 5 years | 7.36 | 34.94 | 21% |
| Returns for 10 years | N/A | N/A | - |
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