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JPDVX vs RAMHX
JPDVX vs RAMHX Comparison
Open Charts JPDVX vs RAMHX
JPMorgan Diversified L
Price$17.09
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets490.2M
American Funds American Balanced R2E
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
JPDVX vs RAMHX Comparison Chart in %
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JPDVX vs. RAMHX commentary
Sep 19, 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: 263B vs. JPDVX (490M). JPDVX pays higher dividends than RAMHX: JPDVX (2.58) vs RAMHX (1.40). 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). RAMHX annual gain was more profitable for investors over the last year : 9.73 vs. JPDVX (8.79). RAMHX return over 5 years is better than : 40.98 vs. JPDVX (10.96).
| 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 | 11.144 | 13.164 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 490M | 263B | 0% |
| Annual Yield % from dividends | 2.58 | 1.40 | 184% |
| Returns for 1 year | 8.79 | 9.73 | 90% |
| Returns for 3 years | 31.76 | 41.50 | 77% |
| Returns for 5 years | 10.96 | 40.98 | 27% |
| Returns for 10 years | 27.13 | 74.09 | 37% |
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