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JDVSX vs RLEFX
JDVSX vs RLEFX Comparison
Open Charts JDVSX vs RLEFX
JPMorgan Diversified I
Price$16.71
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets474.78M
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
JDVSX vs RLEFX Comparison Chart in %
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JDVSX vs. RLEFX commentary
Jul 27, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. JDVSX (475M). JDVSX pays higher dividends than RLEFX: JDVSX (2.57) vs RLEFX (2.01). JDVSX was incepted earlier than RLEFX: JDVSX (24 years) vs RLEFX (10 years). JDVSX (0.97) is less costly to investors than RLEFX (0.39). JDVSX is a more actively managed with annual turnover of: 63.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than JDVSX: RLEFX (250) vs JDVSX (1000000). JDVSX annual gain was more profitable for investors over the last year : 11.02 vs. RLEFX (10.46). RLEFX return over 5 years is better than : 40.77 vs. JDVSX (10.98).
| JDVSX | RLEFX | JDVSX / RLEFX | |
| Total Expense Ratio | 0.71 | 0.39 | 182% |
| Annual Report Gross Expense Ratio | 0.97 | 0.39 | 249% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 8.542 | 9.133 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 254B | 0% |
| Annual Yield % from dividends | 2.57 | 2.01 | 128% |
| Returns for 1 year | 11.02 | 10.46 | 105% |
| Returns for 3 years | 26.60 | 35.42 | 75% |
| Returns for 5 years | 10.98 | 40.77 | 27% |
| Returns for 10 years | 18.12 | N/A | - |