JPDVX
Price
$16.65
Change
+$0.02 (+0.12%)
Updated
Jul 25 closing price
Net Assets
474.78M
RLEFX
Price
$37.17
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
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JPDVX vs RLEFX

Header iconJPDVX vs RLEFX Comparison
Open Charts JPDVX vs RLEFXBanner chart's image
JPMorgan Diversified L
Price$16.65
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.

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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).
JPDVXRLEFXJPDVX / RLEFX
Total Expense Ratio0.650.39167%
Annual Report Gross Expense Ratio0.800.39205%
Fund Existence32 years10 years-
Gain YTD8.5379.13393%
Front LoadN/AN/A-
Min. Initial Investment30000002501,200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets475M254B0%
Annual Yield % from dividends2.642.01131%
Returns for 1 year10.9910.46105%
Returns for 3 years26.7135.4275%
Returns for 5 years11.0840.7727%
Returns for 10 years19.10N/A-
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