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JDVAX vs RLEFX
JDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFX
JPMorgan Diversified A
Price$15.51
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets421.42M
American Funds American Balanced R5E
Price$37.64
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JDVAX vs RLEFX Comparison Chart in %
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JDVAX vs. RLEFX commentary
Dec 28, 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. JDVAX (421M). JDVAX pays higher dividends than RLEFX: JDVAX (2.57) vs RLEFX (1.86). JDVAX was incepted earlier than RLEFX: JDVAX (23 years) vs RLEFX (10 years). JDVAX (1.29) is less costly to investors than RLEFX (0.39). JDVAX is a more actively managed with annual turnover of: 83.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than JDVAX: RLEFX (250) vs JDVAX (1000). RLEFX annual gain was more profitable for investors over the last year : 9.28 vs. JDVAX (1.17). RLEFX return over 5 years is better than : 35.80 vs. JDVAX (-2.35).
| JDVAX | RLEFX | JDVAX / RLEFX | |
| Total Expense Ratio | 0.96 | 0.39 | 246% |
| Annual Report Gross Expense Ratio | 1.29 | 0.39 | 331% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 2.496 | 10.872 | 23% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 269B | 0% |
| Annual Yield % from dividends | 2.57 | 1.86 | 139% |
| Returns for 1 year | 1.17 | 9.28 | 13% |
| Returns for 3 years | 26.98 | 38.81 | 70% |
| Returns for 5 years | -2.35 | 35.80 | -7% |
| Returns for 10 years | 14.81 | 75.29 | 20% |
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