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JDVAX vs RAMHX
JDVAX vs RAMHX Comparison
Open Charts JDVAX vs RAMHX
JPMorgan Diversified A
Price$16.37
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets470.57M
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JDVAX vs RAMHX Comparison Chart in %
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JDVAX vs. RAMHX commentary
Jul 07, 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 StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. JDVAX (471M). JDVAX pays higher dividends than RAMHX: JDVAX (2.36) vs RAMHX (1.43). JDVAX was incepted earlier than RAMHX: JDVAX (22 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: 63.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than JDVAX: RAMHX (250) vs JDVAX (1000). JDVAX annual gain was more profitable for investors over the last year : 7.76 vs. RAMHX (7.35). RAMHX return over 5 years is better than : 38.74 vs. JDVAX (11.90).
| JDVAX | RAMHX | JDVAX / RAMHX | |
| Total Expense Ratio | 0.96 | 1.04 | 92% |
| Annual Report Gross Expense Ratio | 1.26 | 1.04 | 121% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 7.319 | 7.830 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 2.36 | 1.43 | 165% |
| Returns for 1 year | 7.76 | 7.35 | 106% |
| Returns for 3 years | 25.76 | 33.46 | 77% |
| Returns for 5 years | 11.90 | 38.74 | 31% |
| Returns for 10 years | 14.33 | 60.36 | 24% |
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