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JDVSX vs RAMHX
JDVSX vs RAMHX Comparison
Open Charts JDVSX vs RAMHX
JPMorgan Diversified I
Price$15.71
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets421.11M
American Funds American Balanced R2E
Price$37.47
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
JDVSX vs RAMHX Comparison Chart in %
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JDVSX vs. RAMHX commentary
Dec 28, 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 JDVSX is a Buy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 269B vs. JDVSX (421M). JDVSX pays higher dividends than RAMHX: JDVSX (2.77) vs RAMHX (1.31). JDVSX was incepted earlier than RAMHX: JDVSX (24 years) vs RAMHX (11 years). RAMHX (1.04) and JDVSX (1.01) have similar cost to investors . JDVSX is a more actively managed with annual turnover of: 83.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than JDVSX: RAMHX (250) vs JDVSX (1000000). RAMHX annual gain was more profitable for investors over the last year : 8.71 vs. JDVSX (1.60). RAMHX return over 5 years is better than : 32.32 vs. JDVSX (-0.98).
| JDVSX | RAMHX | JDVSX / RAMHX | |
| Total Expense Ratio | 0.71 | 1.04 | 68% |
| Annual Report Gross Expense Ratio | 1.01 | 1.04 | 97% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 2.920 | 10.337 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 269B | 0% |
| Annual Yield % from dividends | 2.77 | 1.31 | 211% |
| Returns for 1 year | 1.60 | 8.71 | 18% |
| Returns for 3 years | 28.13 | 36.30 | 78% |
| Returns for 5 years | -0.98 | 32.32 | -3% |
| Returns for 10 years | 17.98 | 68.40 | 26% |
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