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JDVZX vs RLEFX
JDVZX vs RLEFX Comparison
Open Charts JDVZX vs RLEFX
JPMorgan Diversified R6
Price$16.57
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets472.24M
American Funds American Balanced R5E
Price$37.03
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
JDVZX vs RLEFX Comparison Chart in %
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JDVZX vs. RLEFX commentary
Aug 08, 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: 253B vs. JDVZX (472M). JDVZX pays higher dividends than RLEFX: JDVZX (2.70) vs RLEFX (2.00). 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). JDVZX annual gain was more profitable for investors over the last year : 11.65 vs. RLEFX (11.02). RLEFX return over 5 years is better than : 37.78 vs. JDVZX (7.89).
| 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 | 7.731 | 8.722 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 253B | 0% |
| Annual Yield % from dividends | 2.70 | 2.00 | 135% |
| Returns for 1 year | 11.65 | 11.02 | 106% |
| Returns for 3 years | 22.78 | 31.87 | 71% |
| Returns for 5 years | 7.89 | 37.78 | 21% |
| Returns for 10 years | N/A | N/A | - |
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