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JDVCX vs RLEFX
JDVCX vs RLEFX Comparison
Open Charts JDVCX vs RLEFX
JPMorgan Diversified C
Price$16.44
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets479.94M
American Funds American Balanced R5E
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JDVCX vs RLEFX Comparison Chart in %
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JDVCX vs. RLEFX commentary
Aug 17, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 256B vs. JDVCX (480M). RLEFX pays higher dividends than JDVCX: RLEFX (2.00) vs JDVCX (1.88). JDVCX was incepted earlier than RLEFX: JDVCX (22 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: 63.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than JDVCX: RLEFX (250) vs JDVCX (1000). RLEFX annual gain was more profitable for investors over the last year : 8.15 vs. JDVCX (7.62). RLEFX return over 5 years is better than : 39.18 vs. JDVCX (4.97).
| JDVCX | RLEFX | JDVCX / RLEFX | |
| Total Expense Ratio | 1.46 | 0.39 | 374% |
| Annual Report Gross Expense Ratio | 1.74 | 0.39 | 446% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 8.849 | 9.867 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 256B | 0% |
| Annual Yield % from dividends | 1.88 | 2.00 | 94% |
| Returns for 1 year | 7.62 | 8.15 | 93% |
| Returns for 3 years | 19.45 | 30.19 | 64% |
| Returns for 5 years | 4.97 | 39.18 | 13% |
| Returns for 10 years | 10.56 | N/A | - |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HEQ | 10.68 | 0.04 | +0.38% |
| John Hancock Diversified Income Fund | |||
| TAFL | 24.15 | 0.02 | +0.10% |
| AB Tax-Aware Long Municipal ETF | |||
| DUKZ | 25.10 | -0.01 | -0.04% |
| Ocean Park Diversified Income ETF | |||
| CGCP | 22.53 | -0.04 | -0.18% |
| Capital Group Core Plus Income ETF | |||
| FDMO | 79.03 | -0.34 | -0.43% |
| Fidelity Momentum Factor ETF | |||