JPDVX
Price
$16.49
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
470.57M
RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
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JPDVX vs RLEFX

Header iconJPDVX vs RLEFX Comparison
Open Charts JPDVX vs RLEFXBanner chart's image
JPMorgan Diversified L
Price$16.49
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets470.57M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JPDVX vs RLEFX Comparison Chart in %
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JPDVX vs. RLEFX 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 RLEFX is a Buy.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. JPDVX (471M). 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). RLEFX (8.07) and JPDVX (8.03) have marching annual gain over last year. RLEFX return over 5 years is better than : 42.56 vs. JPDVX (13.57).
JPDVXRLEFXJPDVX / RLEFX
Total Expense Ratio0.650.39167%
Annual Report Gross Expense Ratio0.800.39205%
Fund Existence32 years10 years-
Gain YTD7.4948.16492%
Front LoadN/AN/A-
Min. Initial Investment30000002501,200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets471M252B0%
Annual Yield % from dividends2.642.01131%
Returns for 1 year8.038.07100%
Returns for 3 years26.7835.7675%
Returns for 5 years13.5742.5632%
Returns for 10 years18.31N/A-
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