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ABALX vs JDVAX
ABALX vs JDVAX Comparison
Open Charts ABALX vs JDVAX
American Funds American Balanced A
Price$38.01
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
JPMorgan Diversified A
Price$16.72
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets483.42M
ABALX vs JDVAX Comparison Chart in %
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ABALX vs. JDVAX commentary
Sep 08, 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 ABALX is a Buy and JDVAX is a Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 259B vs. JDVAX (483M). JDVAX pays higher dividends than ABALX: JDVAX (2.31) vs ABALX (1.82). ABALX was incepted earlier than JDVAX: ABALX (50 years) vs JDVAX (22 years). JDVAX (1.26) is less costly to investors than ABALX (0.56). JDVAX is a more actively managed with annual turnover of: 63.00 vs. ABALX (44.00). ABALX initial investment is less costly to investors than JDVAX (5%) vs JDVAX (5%). ABALX has a lower initial minimum investment than JDVAX: ABALX (250) vs JDVAX (1000). ABALX annual gain was more profitable for investors over the last year : 9.99 vs. JDVAX (8.60). ABALX return over 5 years is better than : 39.92 vs. JDVAX (7.13).
| ABALX | JDVAX | ABALX / JDVAX | |
| Total Expense Ratio | 0.56 | 0.96 | 58% |
| Annual Report Gross Expense Ratio | 0.56 | 1.26 | 44% |
| Fund Existence | 50 years | 22 years | - |
| Gain YTD | 11.381 | 9.613 | 118% |
| Front Load | 6% | 5% | 128% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 483M | 53,623% |
| Annual Yield % from dividends | 1.82 | 2.31 | 79% |
| Returns for 1 year | 9.99 | 8.60 | 116% |
| Returns for 3 years | 39.96 | 29.21 | 137% |
| Returns for 5 years | 39.92 | 7.13 | 560% |
| Returns for 10 years | 75.68 | 21.60 | 350% |
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