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JPDVX vs RAMHX
JPDVX vs RAMHX Comparison
Open Charts JPDVX vs RAMHX
JPMorgan Diversified L
Price$16.49
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets470.57M
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JPDVX vs RAMHX Comparison Chart in %
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JPDVX vs. RAMHX commentary
Jul 07, 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: 252B vs. JPDVX (471M). 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 : 8.03 vs. RAMHX (7.35). RAMHX return over 5 years is better than : 38.74 vs. JPDVX (13.57).
| 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 | 7.494 | 7.830 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 2.64 | 1.43 | 185% |
| Returns for 1 year | 8.03 | 7.35 | 109% |
| Returns for 3 years | 26.78 | 33.46 | 80% |
| Returns for 5 years | 13.57 | 38.74 | 35% |
| Returns for 10 years | 18.31 | 60.36 | 30% |
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