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JDVAX vs RLEFX
JDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFX
JPMorgan Diversified A
Price$17.01
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets419.09M
American Funds American Balanced R5E
Price$39.72
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
JDVAX vs RLEFX Comparison Chart in %
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JDVAX vs. RLEFX commentary
Dec 04, 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: 271B vs. JDVAX (419M). 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 (1.26) 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 : 9.49 vs. JDVAX (6.57). RLEFX return over 5 years is better than : 40.25 vs. JDVAX (0.95).
| JDVAX | RLEFX | JDVAX / RLEFX | |
| Total Expense Ratio | 0.96 | 0.39 | 246% |
| Annual Report Gross Expense Ratio | 1.26 | 0.39 | 323% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 12.144 | 16.793 | 72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 419M | 271B | 0% |
| Annual Yield % from dividends | 2.57 | 1.86 | 139% |
| Returns for 1 year | 6.57 | 9.49 | 69% |
| Returns for 3 years | 28.28 | 40.99 | 69% |
| Returns for 5 years | 0.95 | 40.25 | 2% |
| Returns for 10 years | 21.32 | 76.50 | 28% |
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