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JPDVX vs RAMHX
JPDVX vs RAMHX Comparison
Open Charts JPDVX vs RAMHX
JPMorgan Diversified L
Price$17.03
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets487.08M
American Funds American Balanced R2E
Price$38.30
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
JPDVX vs RAMHX Comparison Chart in %
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JPDVX vs. RAMHX commentary
Sep 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 JPDVX is a Buy and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 262B vs. JPDVX (487M). JPDVX pays higher dividends than RAMHX: JPDVX (2.58) vs RAMHX (1.40). JPDVX was incepted earlier than RAMHX: JPDVX (32 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than JPDVX (0.80). JPDVX is a more actively managed with annual turnover of: 63.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than JPDVX: RAMHX (250) vs JPDVX (3000000). RAMHX annual gain was more profitable for investors over the last year : 7.60 vs. JPDVX (6.61). RAMHX return over 5 years is better than : 41.73 vs. JPDVX (12.65).
| JPDVX | RAMHX | JPDVX / RAMHX | |
| Total Expense Ratio | 0.65 | 1.04 | 63% |
| Annual Report Gross Expense Ratio | 0.80 | 1.04 | 77% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 11.014 | 12.782 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 262B | 0% |
| Annual Yield % from dividends | 2.58 | 1.40 | 184% |
| Returns for 1 year | 6.61 | 7.60 | 87% |
| Returns for 3 years | 38.72 | 49.40 | 78% |
| Returns for 5 years | 12.65 | 41.73 | 30% |
| Returns for 10 years | 31.48 | 77.38 | 41% |
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