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JPDVX vs RAMHX
JPDVX vs RAMHX Comparison
Open Charts JPDVX vs RAMHX
JPMorgan Diversified L
Price$16.89
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets481.56M
American Funds American Balanced R2E
Price$37.51
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
JPDVX vs RAMHX Comparison Chart in %
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JPDVX vs. RAMHX commentary
Aug 29, 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 JPDVX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 255B vs. JPDVX (482M). JPDVX pays higher dividends than RAMHX: JPDVX (2.63) vs RAMHX (1.42). JPDVX was incepted earlier than RAMHX: JPDVX (32 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than JPDVX (0.80). JPDVX is a more actively managed with annual turnover of: 63.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than JPDVX: RAMHX (250) vs JPDVX (3000000). JPDVX (7.78) and RAMHX (7.55) have marching annual gain over last year. RAMHX return over 5 years is better than : 34.78 vs. JPDVX (6.97).
| JPDVX | RAMHX | JPDVX / RAMHX | |
| Total Expense Ratio | 0.65 | 1.04 | 63% |
| Annual Report Gross Expense Ratio | 0.80 | 1.04 | 77% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 9.775 | 10.270 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 255B | 0% |
| Annual Yield % from dividends | 2.63 | 1.42 | 185% |
| Returns for 1 year | 7.78 | 7.55 | 103% |
| Returns for 3 years | 27.42 | 33.96 | 81% |
| Returns for 5 years | 6.97 | 34.78 | 20% |
| Returns for 10 years | 25.40 | 68.93 | 37% |
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