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JDVAX vs RLEFX
JDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFX
JPMorgan Diversified A
Price$16.47
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets474.78M
American Funds American Balanced R5E
Price$37.10
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
JDVAX vs RLEFX Comparison Chart in %
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JDVAX vs. RLEFX commentary
Jul 29, 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.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. JDVAX (475M). 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). JDVAX (9.26) and RLEFX (9.14) have marching annual gain over last year. RLEFX return over 5 years is better than : 39.19 vs. JDVAX (7.52).
| JDVAX | RLEFX | JDVAX / RLEFX | |
| Total Expense Ratio | 0.96 | 0.39 | 246% |
| Annual Report Gross Expense Ratio | 1.26 | 0.39 | 323% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 7.974 | 8.928 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 254B | 0% |
| Annual Yield % from dividends | 2.36 | 2.01 | 117% |
| Returns for 1 year | 9.26 | 9.14 | 101% |
| Returns for 3 years | 21.62 | 31.68 | 68% |
| Returns for 5 years | 7.52 | 39.19 | 19% |
| Returns for 10 years | 14.00 | N/A | - |
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