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JPDVX vs RLEFX
JPDVX vs RLEFX Comparison
Open Charts JPDVX vs RLEFX
JPMorgan Diversified L
Price$16.11
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets467.49M
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JPDVX vs RLEFX Comparison Chart
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JPDVX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. JPDVX (467M). JPDVX pays higher dividends than RLEFX: JPDVX (2.59) vs RLEFX (2.09). JPDVX was incepted earlier than RLEFX: JPDVX (32 years) vs RLEFX (10 years). JPDVX (0.80) is less costly to investors than RLEFX (0.39). JPDVX is a more actively managed with annual turnover of: 63.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than JPDVX: RLEFX (250) vs JPDVX (3000000). JPDVX annual gain was more profitable for investors over the last year : 5.78 vs. RLEFX (5.49). RLEFX return over 5 years is better than : 39.46 vs. JPDVX (13.11).
| JPDVX | RLEFX | JPDVX / RLEFX | |
| Total Expense Ratio | 0.65 | 0.39 | 167% |
| Annual Report Gross Expense Ratio | 0.80 | 0.39 | 205% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 4.255 | 4.524 | 94% |
| 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 | 2.09 | 124% |
| Returns for 1 year | 5.78 | 5.49 | 105% |
| Returns for 3 years | 24.47 | 33.28 | 74% |
| Returns for 5 years | 13.11 | 39.46 | 33% |
| Returns for 10 years | 13.36 | N/A | - |
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