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JDVAX vs RAMHX
JDVAX vs RAMHX Comparison
Open Charts JDVAX vs RAMHX
JPMorgan Diversified A
Price$16.87
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets491.99M
American Funds American Balanced R2E
Price$38.79
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JDVAX vs RAMHX Comparison Chart in %
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JDVAX vs. RAMHX commentary
Oct 19, 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 JDVAX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 265B vs. JDVAX (492M). JDVAX pays higher dividends than RAMHX: JDVAX (2.60) vs RAMHX (1.35). JDVAX was incepted earlier than RAMHX: JDVAX (23 years) vs RAMHX (11 years). JDVAX (1.26) is less costly to investors than RAMHX (1.04). JDVAX is a more actively managed with annual turnover of: 83.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than JDVAX: RAMHX (250) vs JDVAX (1000). RAMHX annual gain was more profitable for investors over the last year : 8.20 vs. JDVAX (7.25). RAMHX return over 5 years is better than : 39.39 vs. JDVAX (7.15).
| JDVAX | RAMHX | JDVAX / RAMHX | |
| Total Expense Ratio | 0.96 | 1.04 | 92% |
| Annual Report Gross Expense Ratio | 1.26 | 1.04 | 121% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 11.484 | 14.224 | 81% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 492M | 265B | 0% |
| Annual Yield % from dividends | 2.60 | 1.35 | 192% |
| Returns for 1 year | 7.25 | 8.20 | 88% |
| Returns for 3 years | 37.37 | 48.64 | 77% |
| Returns for 5 years | 7.15 | 39.39 | 18% |
| Returns for 10 years | 21.57 | 70.36 | 31% |
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