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JPDVX vs RLEFX
JPDVX vs RLEFX Comparison
Open Charts JPDVX vs RLEFX
JPMorgan Diversified L
Price$15.69
Change-$0.39 (-2.43%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.22
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
JPDVX vs RLEFX Comparison Chart
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JPDVX vs. RLEFX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. JPDVX (471M). 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). JPDVX annual gain was more profitable for investors over the last year : 12.66 vs. RLEFX (9.91). RLEFX return over 5 years is better than : 30.64 vs. JPDVX (7.07).
| 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 | 11.368 | 9.426 | 121% |
| 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 | 241B | 0% |
| Annual Yield % from dividends | 1.25 | 2.42 | 52% |
| Returns for 1 year | 12.66 | 9.91 | 128% |
| Returns for 3 years | 3.49 | 9.89 | 35% |
| Returns for 5 years | 7.07 | 30.64 | 23% |
| Returns for 10 years | 14.77 | N/A | - |
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