JDVSX
Price
$16.71
Change
+$0.03 (+0.18%)
Updated
Jul 25 closing price
Net Assets
474.78M
RLEFX
Price
$37.17
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
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JDVSX vs RLEFX

Header iconJDVSX vs RLEFX Comparison
Open Charts JDVSX vs RLEFXBanner chart's image
JPMorgan Diversified I
Price$16.71
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.

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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).
JDVSXRLEFXJDVSX / RLEFX
Total Expense Ratio0.710.39182%
Annual Report Gross Expense Ratio0.970.39249%
Fund Existence24 years10 years-
Gain YTD8.5429.13394%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets475M254B0%
Annual Yield % from dividends2.572.01128%
Returns for 1 year11.0210.46105%
Returns for 3 years26.6035.4275%
Returns for 5 years10.9840.7727%
Returns for 10 years18.12N/A-
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