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JDVAX vs RLEFX
JDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFX
JPMorgan Diversified A
Price$15.50
Change-$1.40 (-8.28%)
VolumeN/A
Net Assets421.62M
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
JDVAX vs RLEFX Comparison Chart in %
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JDVAX vs. RLEFX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. JDVAX (422M). JDVAX pays higher dividends than RLEFX: JDVAX (2.44) vs RLEFX (2.06). 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 : 11.56 vs. JDVAX (1.02). RLEFX return over 5 years is better than : 36.72 vs. JDVAX (-5.17).
| 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 | 1.307 | 2.483 | 53% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 270B | 0% |
| Annual Yield % from dividends | 2.44 | 2.06 | 119% |
| Returns for 1 year | 1.02 | 11.56 | 9% |
| Returns for 3 years | 21.20 | 37.57 | 56% |
| Returns for 5 years | -5.17 | 36.72 | -14% |
| Returns for 10 years | 25.41 | 90.60 | 28% |
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