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JDVAX vs RAMHX
JDVAX vs RAMHX Comparison
Open Charts JDVAX vs RAMHX
JPMorgan Diversified A
Price$15.98
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets467.49M
American Funds American Balanced R2E
Price$35.46
Change-$0.30 (-0.84%)
VolumeN/A
Net Assets244.39B
JDVAX vs RAMHX Comparison Chart
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JDVAX vs. RAMHX commentary
Jun 15, 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: 244B vs. JDVAX (467M). JDVAX pays higher dividends than RAMHX: JDVAX (2.30) vs RAMHX (1.49). 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 : 5.43 vs. RAMHX (4.81). RAMHX return over 5 years is better than : 35.68 vs. JDVAX (11.43).
| 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 | 4.073 | 4.244 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 244B | 0% |
| Annual Yield % from dividends | 2.30 | 1.49 | 154% |
| Returns for 1 year | 5.43 | 4.81 | 113% |
| Returns for 3 years | 23.45 | 31.04 | 76% |
| Returns for 5 years | 11.43 | 35.68 | 32% |
| Returns for 10 years | 9.53 | 53.22 | 18% |
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