JDVAX
Price
$16.37
Change
+$0.05 (+0.31%)
Updated
Jul 3 closing price
Net Assets
470.57M
RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
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JDVAX vs RLEFX

Header iconJDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFXBanner chart's image
JPMorgan Diversified A
Price$16.37
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets470.57M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JDVAX vs RLEFX Comparison Chart in %
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JDVAX vs. RLEFX 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 RLEFX is a Buy.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. JDVAX (471M). JDVAX pays higher dividends than RLEFX: JDVAX (2.36) vs RLEFX (2.01). JDVAX was incepted earlier than RLEFX: JDVAX (22 years) vs RLEFX (10 years). JDVAX (1.26) is less costly to investors than RLEFX (0.39). JDVAX is a more actively managed with annual turnover of: 63.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than JDVAX: RLEFX (250) vs JDVAX (1000). RLEFX (8.07) and JDVAX (7.76) have marching annual gain over last year. RLEFX return over 5 years is better than : 42.56 vs. JDVAX (11.90).
JDVAXRLEFXJDVAX / RLEFX
Total Expense Ratio0.960.39246%
Annual Report Gross Expense Ratio1.260.39323%
Fund Existence22 years10 years-
Gain YTD7.3198.16490%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets471M252B0%
Annual Yield % from dividends2.362.01117%
Returns for 1 year7.768.0796%
Returns for 3 years25.7635.7672%
Returns for 5 years11.9042.5628%
Returns for 10 years14.33N/A-
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