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ABALX vs JDVSX
ABALX vs JDVSX Comparison
Open Charts ABALX vs JDVSX
American Funds American Balanced A
Price$37.46
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
JPMorgan Diversified I
Price$16.84
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets479.94M
ABALX vs JDVSX Comparison Chart in %
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ABALX vs. JDVSX commentary
Aug 18, 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 JDVSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 256B vs. JDVSX (480M). JDVSX pays higher dividends than ABALX: JDVSX (2.56) vs ABALX (1.85). ABALX was incepted earlier than JDVSX: ABALX (50 years) vs JDVSX (24 years). JDVSX (0.97) is less costly to investors than ABALX (0.56). JDVSX is a more actively managed with annual turnover of: 63.00 vs. ABALX (44.00). ABALX has a lower initial minimum investment than JDVSX: ABALX (250) vs JDVSX (1000000). JDVSX annual gain was more profitable for investors over the last year : 8.45 vs. ABALX (8.03). ABALX return over 5 years is better than : 38.23 vs. JDVSX (8.91).
| ABALX | JDVSX | ABALX / JDVSX | |
| Total Expense Ratio | 0.56 | 0.71 | 79% |
| Annual Report Gross Expense Ratio | 0.56 | 0.97 | 58% |
| Fund Existence | 50 years | 24 years | - |
| Gain YTD | 9.770 | 9.387 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 480M | 53,333% |
| Annual Yield % from dividends | 1.85 | 2.56 | 72% |
| Returns for 1 year | 8.03 | 8.45 | 95% |
| Returns for 3 years | 29.65 | 21.97 | 135% |
| Returns for 5 years | 38.23 | 8.91 | 429% |
| Returns for 10 years | 66.66 | 18.97 | 351% |
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