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JDVSX vs RAMHX
JDVSX vs RAMHX Comparison
Open Charts JDVSX vs RAMHX
JPMorgan Diversified I
Price$15.69
Change-$1.39 (-8.14%)
VolumeN/A
Net Assets421.62M
American Funds American Balanced R2E
Price$38.17
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
JDVSX vs RAMHX Comparison Chart in %
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JDVSX vs. RAMHX 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 JDVSX is a Buy and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 270B vs. JDVSX (422M). JDVSX pays higher dividends than RAMHX: JDVSX (2.64) vs RAMHX (1.48). 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 : 10.82 vs. JDVSX (1.38). RAMHX return over 5 years is better than : 33.01 vs. JDVSX (-3.88).
| 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 | 1.357 | 2.415 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 270B | 0% |
| Annual Yield % from dividends | 2.64 | 1.48 | 178% |
| Returns for 1 year | 1.38 | 10.82 | 13% |
| Returns for 3 years | 22.34 | 34.85 | 64% |
| Returns for 5 years | -3.88 | 33.01 | -12% |
| Returns for 10 years | 28.93 | 82.66 | 35% |
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