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JDVZX vs RLEFX
JDVZX vs RLEFX Comparison
Open Charts JDVZX vs RLEFX
JPMorgan Diversified R6
Price$15.26
Change+$0.21 (+1.40%)
VolumeN/A
Net Assets436.3M
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
JDVZX vs RLEFX Comparison Chart
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JDVZX vs. RLEFX commentary
Apr 25, 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: 227B vs. JDVZX (436M). 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). RLEFX annual gain was more profitable for investors over the last year : 4.35 vs. JDVZX (3.25). RLEFX return over 5 years is better than : 36.87 vs. JDVZX (13.95).
| 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 | -2.524 | -1.485 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 227B | 0% |
| Annual Yield % from dividends | 2.74 | 2.16 | 127% |
| Returns for 1 year | 3.25 | 4.35 | 75% |
| Returns for 3 years | 6.86 | 14.97 | 46% |
| Returns for 5 years | 13.95 | 36.87 | 38% |
| Returns for 10 years | N/A | N/A | - |
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