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JDVCX vs RLEFX
JDVCX vs RLEFX Comparison
Open Charts JDVCX vs RLEFX
JPMorgan Diversified C
Price$16.68
Change-$0.21 (-1.24%)
VolumeN/A
Net Assets419.51M
American Funds American Balanced R5E
Price$39.04
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
JDVCX vs RLEFX Comparison Chart in %
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JDVCX 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 JDVCX is a Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. JDVCX (420M). JDVCX pays higher dividends than RLEFX: JDVCX (2.13) vs RLEFX (1.89). JDVCX was incepted earlier than RLEFX: JDVCX (23 years) vs RLEFX (10 years). JDVCX (1.74) is less costly to investors than RLEFX (0.39). JDVCX is a more actively managed with annual turnover of: 83.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than JDVCX: RLEFX (250) vs JDVCX (1000). RLEFX (8.96) and JDVCX (8.67) have marching annual gain over last year. RLEFX return over 5 years is better than : 40.71 vs. JDVCX (2.20).
| JDVCX | RLEFX | JDVCX / RLEFX | |
| Total Expense Ratio | 1.46 | 0.39 | 374% |
| Annual Report Gross Expense Ratio | 1.74 | 0.39 | 446% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 12.604 | 14.996 | 84% |
| Front Load | N/A | 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 | 2.13 | 1.89 | 113% |
| Returns for 1 year | 8.67 | 8.96 | 97% |
| Returns for 3 years | 30.55 | 43.39 | 70% |
| Returns for 5 years | 2.20 | 40.71 | 5% |
| Returns for 10 years | 18.79 | N/A | - |
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