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JPDVX vs RLEFX
JPDVX vs RLEFX Comparison
Open Charts JPDVX vs RLEFX
JPMorgan Diversified L
Price$16.06
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets465.13M
American Funds American Balanced R5E
Price$35.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.43B
JPDVX vs RLEFX Comparison Chart
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JPDVX vs. RLEFX commentary
Jun 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: 243B vs. JPDVX (465M). JPDVX pays higher dividends than RLEFX: JPDVX (2.59) vs RLEFX (2.09). 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 : 7.16 vs. JPDVX (6.12). RLEFX return over 5 years is better than : 35.68 vs. JPDVX (9.42).
| 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 | 4.191 | 4.659 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 243B | 0% |
| Annual Yield % from dividends | 2.59 | 2.09 | 124% |
| Returns for 1 year | 6.12 | 7.16 | 86% |
| Returns for 3 years | 16.40 | 23.58 | 70% |
| Returns for 5 years | 9.42 | 35.68 | 26% |
| Returns for 10 years | 13.89 | N/A | - |
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