JDVSX
Price
$16.54
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
470.57M
RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
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JDVSX vs RLEFX

Header iconJDVSX vs RLEFX Comparison
Open Charts JDVSX vs RLEFXBanner chart's image
JPMorgan Diversified I
Price$16.54
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets470.57M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JDVSX vs RLEFX Comparison Chart in %
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JDVSX vs. RLEFX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. JDVSX (471M). 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). RLEFX (8.07) and JDVSX (8.01) have marching annual gain over last year. RLEFX return over 5 years is better than : 42.56 vs. JDVSX (13.39).
JDVSXRLEFXJDVSX / RLEFX
Total Expense Ratio0.710.39182%
Annual Report Gross Expense Ratio0.970.39249%
Fund Existence24 years10 years-
Gain YTD7.4388.16491%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets471M252B0%
Annual Yield % from dividends2.572.01128%
Returns for 1 year8.018.0799%
Returns for 3 years26.5935.7674%
Returns for 5 years13.3942.5631%
Returns for 10 years17.27N/A-
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