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JPDVX vs RLEFX
JPDVX vs RLEFX Comparison
Open Charts JPDVX vs RLEFX
JPMorgan Diversified L
Price$16.37
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets465.87M
American Funds American Balanced R5E
Price$36.78
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets251.3B
JPDVX vs RLEFX Comparison Chart in %
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JPDVX vs. RLEFX commentary
Jul 17, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 251B vs. JPDVX (466M). JPDVX pays higher dividends than RLEFX: JPDVX (2.64) vs RLEFX (2.01). JPDVX was incepted earlier than RLEFX: JPDVX (32 years) vs RLEFX (10 years). JPDVX (0.80) is less costly to investors than RLEFX (0.39). JPDVX is a more actively managed with annual turnover of: 63.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than JPDVX: RLEFX (250) vs JPDVX (3000000). RLEFX annual gain was more profitable for investors over the last year : 5.86 vs. JPDVX (5.24). RLEFX return over 5 years is better than : 39.78 vs. JPDVX (9.69).
| JPDVX | RLEFX | JPDVX / RLEFX | |
| Total Expense Ratio | 0.65 | 0.39 | 167% |
| Annual Report Gross Expense Ratio | 0.80 | 0.39 | 205% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 6.451 | 7.988 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 466M | 251B | 0% |
| Annual Yield % from dividends | 2.64 | 2.01 | 131% |
| Returns for 1 year | 5.24 | 5.86 | 89% |
| Returns for 3 years | 25.73 | 35.92 | 72% |
| Returns for 5 years | 9.69 | 39.78 | 24% |
| Returns for 10 years | 15.22 | N/A | - |
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