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JDVSX vs RLEFX
JDVSX vs RLEFX Comparison
Open Charts JDVSX vs RLEFX
JPMorgan Diversified I
Price$17.30
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets423.09M
American Funds American Balanced R5E
Price$39.53
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets268.19B
JDVSX vs RLEFX Comparison Chart in %
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JDVSX vs. RLEFX commentary
Nov 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 Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 268B vs. JDVSX (423M). JDVSX pays higher dividends than RLEFX: JDVSX (2.78) vs RLEFX (1.89). 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: 83.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than JDVSX: RLEFX (250) vs JDVSX (1000000). RLEFX annual gain was more profitable for investors over the last year : 10.17 vs. JDVSX (9.55). RLEFX return over 5 years is better than : 42.48 vs. JDVSX (6.03).
| 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 | 13.337 | 16.440 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 423M | 268B | 0% |
| Annual Yield % from dividends | 2.78 | 1.89 | 147% |
| Returns for 1 year | 9.55 | 10.17 | 94% |
| Returns for 3 years | 33.51 | 44.34 | 76% |
| Returns for 5 years | 6.03 | 42.48 | 14% |
| Returns for 10 years | 27.98 | N/A | - |
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