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JPDVX vs RLEFX
JPDVX vs RLEFX Comparison
Open Charts JPDVX vs RLEFX
JPMorgan Diversified L
Price$15.99
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets467.57M
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JPDVX vs RLEFX Comparison Chart
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JPDVX vs. RLEFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. JPDVX (468M). RLEFX pays higher dividends than JPDVX: RLEFX (2.42) vs JPDVX (1.25). JPDVX was incepted earlier than RLEFX: JPDVX (31 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JPDVX (94.00). 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 : 9.42 vs. JPDVX (8.62). RLEFX return over 5 years is better than : 31.16 vs. JPDVX (4.33).
| JPDVX | RLEFX | JPDVX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 2.962 | 2.915 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 242B | 0% |
| Annual Yield % from dividends | 1.25 | 2.42 | 52% |
| Returns for 1 year | 8.62 | 9.42 | 91% |
| Returns for 3 years | 8.04 | 18.08 | 44% |
| Returns for 5 years | 4.33 | 31.16 | 14% |
| Returns for 10 years | 11.66 | N/A | - |
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