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JDVZX vs RLEFX
JDVZX vs RLEFX Comparison
Open Charts JDVZX vs RLEFX
JPMorgan Diversified R6
Price$16.10
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets465.13M
American Funds American Balanced R5E
Price$35.81
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
JDVZX vs RLEFX Comparison Chart
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JDVZX vs. RLEFX commentary
Jun 07, 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. JDVZX (465M). 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). RLEFX annual gain was more profitable for investors over the last year : 7.31 vs. JDVZX (6.13). RLEFX return over 5 years is better than : 35.83 vs. JDVZX (9.75).
| 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 | 4.276 | 4.776 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 243B | 0% |
| Annual Yield % from dividends | 2.66 | 2.09 | 127% |
| Returns for 1 year | 6.13 | 7.31 | 84% |
| Returns for 3 years | 15.97 | 22.75 | 70% |
| Returns for 5 years | 9.75 | 35.83 | 27% |
| Returns for 10 years | N/A | N/A | - |
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