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JPDVX vs RAMHX
JPDVX vs RAMHX Comparison
Open Charts JPDVX vs RAMHX
JPMorgan Diversified L
Price$16.93
Change+$0.16 (+0.95%)
VolumeN/A
Net Assets485.43M
American Funds American Balanced R2E
Price$38.69
Change+$0.56 (+1.47%)
VolumeN/A
Net Assets261.29B
JPDVX vs RAMHX Comparison Chart in %
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JPDVX vs. RAMHX commentary
Oct 14, 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 StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 261B vs. JPDVX (485M). JPDVX pays higher dividends than RAMHX: JPDVX (2.87) vs RAMHX (1.35). 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: 83.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than JPDVX: RAMHX (250) vs JPDVX (3000000). RAMHX annual gain was more profitable for investors over the last year : 8.04 vs. JPDVX (6.40). RAMHX return over 5 years is better than : 38.84 vs. JPDVX (6.98).
| 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 | 10.274 | 13.930 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 261B | 0% |
| Annual Yield % from dividends | 2.87 | 1.35 | 212% |
| Returns for 1 year | 6.40 | 8.04 | 80% |
| Returns for 3 years | 39.37 | 51.38 | 77% |
| Returns for 5 years | 6.98 | 38.84 | 18% |
| Returns for 10 years | 23.99 | 69.78 | 34% |
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