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JDVSX vs RLEFX
JDVSX vs RLEFX Comparison
Open Charts JDVSX vs RLEFX
JPMorgan Diversified I
Price$16.16
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets471.59M
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
JDVSX vs RLEFX Comparison Chart
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JDVSX vs. RLEFX commentary
Jun 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 247B vs. JDVSX (472M). JDVSX pays higher dividends than RLEFX: JDVSX (2.52) vs RLEFX (2.09). 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 (5.77) and RLEFX (5.49) have marching annual gain over last year. RLEFX return over 5 years is better than : 39.46 vs. JDVSX (12.93).
| 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 | 4.226 | 4.524 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 247B | 0% |
| Annual Yield % from dividends | 2.52 | 2.09 | 121% |
| Returns for 1 year | 5.77 | 5.49 | 105% |
| Returns for 3 years | 24.31 | 33.28 | 73% |
| Returns for 5 years | 12.93 | 39.46 | 33% |
| Returns for 10 years | 12.36 | N/A | - |
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