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JPDVX vs RAMHX
JPDVX vs RAMHX Comparison
Open Charts JPDVX vs RAMHX
JPMorgan Diversified L
Price$16.65
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets474.78M
American Funds American Balanced R2E
Price$36.99
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
JPDVX vs RAMHX Comparison Chart in %
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JPDVX vs. RAMHX 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 JPDVX is a StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 254B vs. JPDVX (475M). JPDVX pays higher dividends than RAMHX: JPDVX (2.64) vs RAMHX (1.43). 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 : 10.99 vs. RAMHX (9.75). RAMHX return over 5 years is better than : 36.97 vs. JPDVX (11.08).
| 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 | 8.537 | 8.742 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 254B | 0% |
| Annual Yield % from dividends | 2.64 | 1.43 | 185% |
| Returns for 1 year | 10.99 | 9.75 | 113% |
| Returns for 3 years | 26.71 | 33.15 | 81% |
| Returns for 5 years | 11.08 | 36.97 | 30% |
| Returns for 10 years | 19.10 | 60.29 | 32% |
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