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JDVZX vs RLEFX
JDVZX vs RLEFX Comparison
Open Charts JDVZX vs RLEFX
JPMorgan Diversified R6
Price$15.68
Change-$0.39 (-2.43%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.22
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
JDVZX vs RLEFX Comparison Chart
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JDVZX vs. RLEFX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. JDVZX (471M). 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). JDVZX (12.74) and RLEFX (12.69) have marching annual gain over last year. RLEFX return over 5 years is better than : 33.70 vs. JDVZX (7.33).
| 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 | 11.433 | 11.668 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 241B | 0% |
| Annual Yield % from dividends | 1.32 | 2.42 | 55% |
| Returns for 1 year | 12.74 | 12.69 | 100% |
| Returns for 3 years | 3.59 | 12.14 | 30% |
| Returns for 5 years | 7.33 | 33.70 | 22% |
| Returns for 10 years | N/A | N/A | - |
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