Interact to see
Advertisement
Advertisement
JDVAX vs RLEFX
JDVAX vs RLEFX Comparison
Open Charts JDVAX vs RLEFX
JPMorgan Diversified A
Price$16.90
Change-$0.21 (-1.23%)
VolumeN/A
Net Assets419.51M
American Funds American Balanced R5E
Price$39.04
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
JDVAX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVAX vs. RLEFX commentary
Nov 14, 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 Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. JDVAX (420M). JDVAX pays higher dividends than RLEFX: JDVAX (2.58) vs RLEFX (1.89). 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 : 10.17 vs. JDVAX (9.25). RLEFX return over 5 years is better than : 42.48 vs. JDVAX (4.67).
| 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 | 13.070 | 16.440 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 420M | 269B | 0% |
| Annual Yield % from dividends | 2.58 | 1.89 | 136% |
| Returns for 1 year | 9.25 | 10.17 | 91% |
| Returns for 3 years | 32.47 | 44.34 | 73% |
| Returns for 5 years | 4.67 | 42.48 | 11% |
| Returns for 10 years | 24.68 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement