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JPDVX vs RAMHX
JPDVX vs RAMHX Comparison
Open Charts JPDVX vs RAMHX
JPMorgan Diversified L
Price$15.66
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets421.11M
American Funds American Balanced R2E
Price$37.47
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
JPDVX vs RAMHX Comparison Chart in %
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JPDVX vs. RAMHX commentary
Dec 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 Buy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 269B vs. JPDVX (421M). JPDVX pays higher dividends than RAMHX: JPDVX (2.84) vs RAMHX (1.31). 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: 83.00 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 : 8.71 vs. JPDVX (1.60). RAMHX return over 5 years is better than : 32.32 vs. JPDVX (-0.86).
| 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 | 2.975 | 10.337 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 269B | 0% |
| Annual Yield % from dividends | 2.84 | 1.31 | 216% |
| Returns for 1 year | 1.60 | 8.71 | 18% |
| Returns for 3 years | 28.34 | 36.30 | 78% |
| Returns for 5 years | -0.86 | 32.32 | -3% |
| Returns for 10 years | 18.99 | 68.40 | 28% |
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