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JPDVX vs RLEFX
JPDVX vs RLEFX Comparison
Open Charts JPDVX vs RLEFX
JPMorgan Diversified L
Price$16.89
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets481.56M
American Funds American Balanced R5E
Price$37.72
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
JPDVX vs RLEFX Comparison Chart in %
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JPDVX vs. RLEFX commentary
Aug 29, 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: 255B vs. JPDVX (482M). 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). RLEFX annual gain was more profitable for investors over the last year : 8.29 vs. JPDVX (7.78). RLEFX return over 5 years is better than : 38.54 vs. JPDVX (6.97).
| 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 | 9.775 | 10.748 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 255B | 0% |
| Annual Yield % from dividends | 2.63 | 2.00 | 132% |
| Returns for 1 year | 7.78 | 8.29 | 94% |
| Returns for 3 years | 27.42 | 36.30 | 76% |
| Returns for 5 years | 6.97 | 38.54 | 18% |
| Returns for 10 years | 25.40 | N/A | - |
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