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JDVSX vs RLEFX
JDVSX vs RLEFX Comparison
Open Charts JDVSX vs RLEFX
JPMorgan Diversified I
Price$15.71
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets421.11M
American Funds American Balanced R5E
Price$37.64
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JDVSX vs RLEFX Comparison Chart in %
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JDVSX vs. RLEFX commentary
Dec 28, 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 Buy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. JDVSX (421M). JDVSX pays higher dividends than RLEFX: JDVSX (2.77) vs RLEFX (1.86). JDVSX was incepted earlier than RLEFX: JDVSX (24 years) vs RLEFX (10 years). JDVSX (1.01) 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 : 9.28 vs. JDVSX (1.60). RLEFX return over 5 years is better than : 35.80 vs. JDVSX (-0.98).
| JDVSX | RLEFX | JDVSX / RLEFX | |
| Total Expense Ratio | 0.71 | 0.39 | 182% |
| Annual Report Gross Expense Ratio | 1.01 | 0.39 | 259% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 2.920 | 10.872 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 269B | 0% |
| Annual Yield % from dividends | 2.77 | 1.86 | 149% |
| Returns for 1 year | 1.60 | 9.28 | 17% |
| Returns for 3 years | 28.13 | 38.81 | 72% |
| Returns for 5 years | -0.98 | 35.80 | -3% |
| Returns for 10 years | 17.98 | 75.29 | 24% |
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