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JPDVX vs RLEFX
JPDVX vs RLEFX Comparison
Open Charts JPDVX vs RLEFX
JPMorgan Diversified L
Price$16.65
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets474.78M
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
JPDVX vs RLEFX Comparison Chart in %
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JPDVX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. JPDVX (475M). JPDVX pays higher dividends than RLEFX: JPDVX (2.64) vs RLEFX (2.01). 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 (10.99) and RLEFX (10.46) have marching annual gain over last year. RLEFX return over 5 years is better than : 40.77 vs. JPDVX (11.08).
| 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 | 8.537 | 9.133 | 93% |
| 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 | 2.01 | 131% |
| Returns for 1 year | 10.99 | 10.46 | 105% |
| Returns for 3 years | 26.71 | 35.42 | 75% |
| Returns for 5 years | 11.08 | 40.77 | 27% |
| Returns for 10 years | 19.10 | N/A | - |