Ad is loading...
JPDVX vs RLEFX
JPDVX vs RLEFX Comparison
Open Charts JPDVX vs RLEFX
JPMorgan Diversified L
Price$15.76
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets464.38M
American Funds American Balanced R5E
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
JPDVX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JPDVX vs. RLEFX commentary
Jan 20, 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 Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. JPDVX (464M). 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 : 12.49 vs. JPDVX (11.64). RLEFX return over 5 years is better than : 30.88 vs. JPDVX (3.14).
| 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 | 1.481 | 1.953 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 240B | 0% |
| Annual Yield % from dividends | 1.25 | 2.42 | 52% |
| Returns for 1 year | 11.64 | 12.49 | 93% |
| Returns for 3 years | 2.69 | 12.81 | 21% |
| Returns for 5 years | 3.14 | 30.88 | 10% |
| Returns for 10 years | 13.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VNSCX | 19.78 | 0.14 | +0.71% |
| Natixis Vaughan Nelson Select C | |||
| RYFCX | 71.47 | 0.49 | +0.69% |
| Rydex Financial Services C | |||
| TRPBX | 24.11 | 0.10 | +0.42% |
| T. Rowe Price Spectrum Moderate Allc Inv | |||
| PMICX | 10.67 | 0.03 | +0.28% |
| Putnam Multi-Asset Income C | |||
| BMGCX | 28.10 | N/A | N/A |
| BlackRock Mid-Cap Growth Equity Inv C | |||