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ABALX vs JDVCX
ABALX vs JDVCX Comparison
Open Charts ABALX vs JDVCX
American Funds American Balanced A
Price$38.41
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.26B
JPMorgan Diversified C
Price$16.59
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets489.34M
ABALX vs JDVCX Comparison Chart in %
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ABALX vs. JDVCX commentary
Sep 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 ABALX is a Hold and JDVCX is a Hold.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 263B vs. JDVCX (489M). JDVCX (1.84) and ABALX (1.82) have matching dividends . ABALX was incepted earlier than JDVCX: ABALX (50 years) vs JDVCX (23 years). JDVCX (1.74) is less costly to investors than ABALX (0.56). JDVCX is a more actively managed with annual turnover of: 63.00 vs. ABALX (44.00). ABALX has a lower initial minimum investment than JDVCX: ABALX (250) vs JDVCX (1000). ABALX annual gain was more profitable for investors over the last year : 8.18 vs. JDVCX (6.52). ABALX return over 5 years is better than : 44.32 vs. JDVCX (8.41).
| ABALX | JDVCX | ABALX / JDVCX | |
| Total Expense Ratio | 0.56 | 1.46 | 38% |
| Annual Report Gross Expense Ratio | 0.56 | 1.74 | 32% |
| Fund Existence | 50 years | 23 years | - |
| Gain YTD | 12.875 | 10.372 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 489M | 53,783% |
| Annual Yield % from dividends | 1.82 | 1.84 | 99% |
| Returns for 1 year | 8.18 | 6.52 | 125% |
| Returns for 3 years | 50.59 | 35.18 | 144% |
| Returns for 5 years | 44.32 | 8.41 | 527% |
| Returns for 10 years | 83.25 | 21.11 | 394% |
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