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JPDVX vs RAMHX
JPDVX vs RAMHX Comparison
Open Charts JPDVX vs RAMHX
JPMorgan Diversified L
Price$16.11
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets467.49M
American Funds American Balanced R2E
Price$35.46
Change-$0.30 (-0.84%)
VolumeN/A
Net Assets244.39B
JPDVX vs RAMHX Comparison Chart
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JPDVX vs. RAMHX commentary
Jun 16, 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 StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 244B vs. JPDVX (467M). JPDVX pays higher dividends than RAMHX: JPDVX (2.59) vs RAMHX (1.49). 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). JPDVX annual gain was more profitable for investors over the last year : 5.78 vs. RAMHX (4.81). RAMHX return over 5 years is better than : 35.68 vs. JPDVX (13.11).
| 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 | 4.255 | 4.244 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 244B | 0% |
| Annual Yield % from dividends | 2.59 | 1.49 | 173% |
| Returns for 1 year | 5.78 | 4.81 | 120% |
| Returns for 3 years | 24.47 | 31.04 | 79% |
| Returns for 5 years | 13.11 | 35.68 | 37% |
| Returns for 10 years | 13.36 | 53.22 | 25% |
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