Interact to see
Advertisement
Advertisement
JPDVX vs RAMHX
JPDVX vs RAMHX Comparison
Open Charts JPDVX vs RAMHX
JPMorgan Diversified L
Price$16.78
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets479.94M
American Funds American Balanced R2E
Price$37.23
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
JPDVX vs RAMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JPDVX vs. RAMHX commentary
Aug 18, 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: 256B vs. JPDVX (480M). JPDVX pays higher dividends than RAMHX: JPDVX (2.63) vs RAMHX (1.42). 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 : 8.48 vs. RAMHX (7.48). RAMHX return over 5 years is better than : 35.43 vs. JPDVX (9.01).
| 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 | 9.384 | 9.447 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 256B | 0% |
| Annual Yield % from dividends | 2.63 | 1.42 | 185% |
| Returns for 1 year | 8.48 | 7.48 | 113% |
| Returns for 3 years | 22.06 | 28.00 | 79% |
| Returns for 5 years | 9.01 | 35.43 | 25% |
| Returns for 10 years | 19.96 | 61.39 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement