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JPDVX vs RLEFX
JPDVX vs RLEFX Comparison
Open Charts JPDVX vs RLEFX
JPMorgan Diversified L
Price$16.27
Change-$0.06 (-0.37%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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JPDVX vs RLEFX Comparison Chart
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JPDVX vs. RLEFX commentary
Sep 21, 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: 236B vs. JPDVX (487M). 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). RLEFX annual gain was more profitable for investors over the last year : 24.64 vs. JPDVX (23.36). RLEFX return over 5 years is better than : 40.23 vs. JPDVX (5.27).
| 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 | 12.042 | 14.180 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 236B | 0% |
| Annual Yield % from dividends | 1.25 | 2.42 | 52% |
| Returns for 1 year | 23.36 | 24.64 | 95% |
| Returns for 3 years | -9.88 | 15.33 | -64% |
| Returns for 5 years | 5.27 | 40.23 | 13% |
| Returns for 10 years | 12.22 | N/A | - |
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