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JPDVX vs RAMHX
JPDVX vs RAMHX Comparison
Open Charts JPDVX vs RAMHX
JPMorgan Diversified L
Price$16.82
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets415.59M
American Funds American Balanced R2E
Price$38.47
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets262.74B
JPDVX vs RAMHX Comparison Chart in %
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JPDVX vs. RAMHX commentary
Nov 20, 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 Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 263B vs. JPDVX (416M). JPDVX pays higher dividends than RAMHX: JPDVX (2.84) vs RAMHX (1.33). 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 : 8.29 vs. JPDVX (7.77). RAMHX return over 5 years is better than : 35.42 vs. JPDVX (2.73).
| 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 | 10.603 | 13.282 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 263B | 0% |
| Annual Yield % from dividends | 2.84 | 1.33 | 213% |
| Returns for 1 year | 7.77 | 8.29 | 94% |
| Returns for 3 years | 30.79 | 38.80 | 79% |
| Returns for 5 years | 2.73 | 35.42 | 8% |
| Returns for 10 years | 23.45 | 65.65 | 36% |
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