Interact to see
Advertisement
Advertisement
ABALX vs JDVSX
ABALX vs JDVSX Comparison
Open Charts ABALX vs JDVSX
American Funds American Balanced A
Price$38.01
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
JPMorgan Diversified I
Price$16.90
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets483.42M
ABALX vs JDVSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ABALX vs. JDVSX 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 JDVSX is a Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 259B vs. JDVSX (483M). JDVSX pays higher dividends than ABALX: JDVSX (2.51) vs ABALX (1.82). 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). ABALX annual gain was more profitable for investors over the last year : 9.99 vs. JDVSX (8.84). ABALX return over 5 years is better than : 39.92 vs. JDVSX (8.45).
| 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 | 11.381 | 9.777 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 483M | 53,623% |
| Annual Yield % from dividends | 1.82 | 2.51 | 72% |
| Returns for 1 year | 9.99 | 8.84 | 113% |
| Returns for 3 years | 39.96 | 30.10 | 133% |
| Returns for 5 years | 39.92 | 8.45 | 472% |
| Returns for 10 years | 75.68 | 24.75 | 306% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CA | 24.43 | 0.13 | +0.56% |
| Xtrackers California Municipal Bond ETF | |||
| CGXU | 28.22 | 0.13 | +0.46% |
| Capital Group International Focus Eq ETF | |||
| BUFT | 24.04 | 0.03 | +0.11% |
| FT Vest Buffered Allctn Dfnsv ETF | |||
| ETO | 27.35 | 0.02 | +0.07% |
| Eaton Vance Tax-Advantaged Global Div Oppor Fund | |||
| ZFEB | 24.76 | -0.02 | -0.08% |
| Innovator Equity Defined Prt ETF -1YrFeb | |||