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JDVCX vs RLEFX
JDVCX vs RLEFX Comparison
Open Charts JDVCX vs RLEFX
JPMorgan Diversified C
Price$15.28
Change-$1.41 (-8.45%)
VolumeN/A
Net Assets421.62M
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
JDVCX vs RLEFX Comparison Chart in %
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JDVCX vs. RLEFX commentary
Feb 04, 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 JDVCX is a Buy and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. JDVCX (422M). RLEFX (2.06) and JDVCX (2.00) have matching dividends . JDVCX was incepted earlier than RLEFX: JDVCX (23 years) vs RLEFX (10 years). JDVCX (1.79) 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 annual gain was more profitable for investors over the last year : 11.56 vs. JDVCX (0.39). RLEFX return over 5 years is better than : 36.72 vs. JDVCX (-7.42).
| JDVCX | RLEFX | JDVCX / RLEFX | |
| Total Expense Ratio | 1.46 | 0.39 | 374% |
| Annual Report Gross Expense Ratio | 1.79 | 0.39 | 459% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 1.326 | 2.483 | 53% |
| Front Load | N/A | 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 | 2.00 | 2.06 | 97% |
| Returns for 1 year | 0.39 | 11.56 | 3% |
| Returns for 3 years | 19.25 | 37.57 | 51% |
| Returns for 5 years | -7.42 | 36.72 | -20% |
| Returns for 10 years | 19.34 | 90.60 | 21% |
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