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JDVSX vs RAMHX
JDVSX vs RAMHX Comparison
Open Charts JDVSX vs RAMHX
JPMorgan Diversified I
Price$16.16
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets471.59M
American Funds American Balanced R2E
Price$35.46
Change-$0.30 (-0.84%)
VolumeN/A
Net Assets246.53B
JDVSX vs RAMHX Comparison Chart
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JDVSX vs. RAMHX commentary
Jun 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 JDVSX is a StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 247B vs. JDVSX (472M). JDVSX pays higher dividends than RAMHX: JDVSX (2.52) vs RAMHX (1.49). JDVSX was incepted earlier than RAMHX: JDVSX (24 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than JDVSX (0.97). JDVSX is a more actively managed with annual turnover of: 63.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than JDVSX: RAMHX (250) vs JDVSX (1000000). JDVSX annual gain was more profitable for investors over the last year : 5.77 vs. RAMHX (4.81). RAMHX return over 5 years is better than : 35.68 vs. JDVSX (12.93).
| JDVSX | RAMHX | JDVSX / RAMHX | |
| Total Expense Ratio | 0.71 | 1.04 | 68% |
| Annual Report Gross Expense Ratio | 0.97 | 1.04 | 93% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 4.226 | 4.244 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 247B | 0% |
| Annual Yield % from dividends | 2.52 | 1.49 | 169% |
| Returns for 1 year | 5.77 | 4.81 | 120% |
| Returns for 3 years | 24.31 | 31.04 | 78% |
| Returns for 5 years | 12.93 | 35.68 | 36% |
| Returns for 10 years | 12.36 | 53.22 | 23% |
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