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JPDVX vs RLEFX
JPDVX vs RLEFX Comparison
Open Charts JPDVX vs RLEFX
JPMorgan Diversified L
Price$16.58
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets470.63M
American Funds American Balanced R5E
Price$37.03
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
JPDVX vs RLEFX Comparison Chart in %
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JPDVX vs. RLEFX commentary
Aug 07, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. JPDVX (471M). JPDVX pays higher dividends than RLEFX: JPDVX (2.63) vs RLEFX (2.00). 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). JPDVX annual gain was more profitable for investors over the last year : 11.64 vs. RLEFX (11.02). RLEFX return over 5 years is better than : 37.78 vs. JPDVX (7.64).
| 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 | 7.689 | 8.722 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 2.63 | 2.00 | 132% |
| Returns for 1 year | 11.64 | 11.02 | 106% |
| Returns for 3 years | 22.54 | 31.87 | 71% |
| Returns for 5 years | 7.64 | 37.78 | 20% |
| Returns for 10 years | 18.17 | N/A | - |
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