Interact to see
Advertisement
Advertisement
JPDVX vs RLEFX
JPDVX vs RLEFX Comparison
Open Charts JPDVX vs RLEFX
JPMorgan Diversified L
Price$15.66
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets421.11M
American Funds American Balanced R5E
Price$37.64
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JPDVX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JPDVX vs. RLEFX 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. JPDVX (421M). JPDVX pays higher dividends than RLEFX: JPDVX (2.84) vs RLEFX (1.86). 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: 83.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than JPDVX: RLEFX (250) vs JPDVX (3000000). RLEFX annual gain was more profitable for investors over the last year : 9.28 vs. JPDVX (1.60). RLEFX return over 5 years is better than : 35.80 vs. JPDVX (-0.86).
| 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 | 2.975 | 10.872 | 27% |
| 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 | 1.86 | 153% |
| Returns for 1 year | 1.60 | 9.28 | 17% |
| Returns for 3 years | 28.34 | 38.81 | 73% |
| Returns for 5 years | -0.86 | 35.80 | -2% |
| Returns for 10 years | 18.99 | 75.29 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement