Ad is loading...
JPDVX vs RLEFX
JPDVX vs RLEFX Comparison
Open Charts JPDVX vs RLEFX
JPMorgan Diversified L
Price$14.72
Change-$0.27 (-1.80%)
VolumeN/A
Net Assets434.45M
American Funds American Balanced R5E
Price$32.73
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
JPDVX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JPDVX vs. RLEFX commentary
Apr 11, 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: 229B vs. JPDVX (434M). JPDVX pays higher dividends than RLEFX: JPDVX (2.66) vs RLEFX (2.16). JPDVX was incepted earlier than RLEFX: JPDVX (32 years) vs RLEFX (9 years). JPDVX (0.80) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JPDVX (63.00). 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 : 2.52 vs. JPDVX (1.48). RLEFX return over 5 years is better than : 37.90 vs. JPDVX (14.35).
| JPDVX | RLEFX | JPDVX / RLEFX | |
| Total Expense Ratio | 0.65 | 0.40 | 163% |
| Annual Report Gross Expense Ratio | 0.80 | 0.40 | 200% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -2.993 | -2.158 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 434M | 229B | 0% |
| Annual Yield % from dividends | 2.66 | 2.16 | 123% |
| Returns for 1 year | 1.48 | 2.52 | 59% |
| Returns for 3 years | 4.41 | 11.94 | 37% |
| Returns for 5 years | 14.35 | 37.90 | 38% |
| Returns for 10 years | 4.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers