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ABALX vs JDVZX
ABALX vs JDVZX Comparison
Open Charts ABALX vs JDVZX
American Funds American Balanced A
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JPMorgan Diversified R6
Price$16.65
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets474.78M
ABALX vs JDVZX Comparison Chart in %
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ABALX vs. JDVZX 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 ABALX is a Buy and JDVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 254B vs. JDVZX (475M). JDVZX pays higher dividends than ABALX: JDVZX (2.70) vs ABALX (1.86). ABALX was incepted earlier than JDVZX: ABALX (50 years) vs JDVZX (8 years). JDVZX (0.70) is less costly to investors than ABALX (0.56). JDVZX is a more actively managed with annual turnover of: 63.00 vs. ABALX (44.00). ABALX has a lower initial minimum investment than JDVZX: ABALX (250) vs JDVZX (15000000). JDVZX annual gain was more profitable for investors over the last year : 11.14 vs. ABALX (10.31). ABALX return over 5 years is better than : 39.85 vs. JDVZX (11.48).
| ABALX | JDVZX | ABALX / JDVZX | |
| Total Expense Ratio | 0.56 | 0.58 | 97% |
| Annual Report Gross Expense Ratio | 0.56 | 0.70 | 80% |
| Fund Existence | 50 years | 8 years | - |
| Gain YTD | 9.037 | 8.645 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 475M | 53,474% |
| Annual Yield % from dividends | 1.86 | 2.70 | 69% |
| Returns for 1 year | 10.31 | 11.14 | 93% |
| Returns for 3 years | 34.85 | 26.95 | 129% |
| Returns for 5 years | 39.85 | 11.48 | 347% |
| Returns for 10 years | 65.55 | N/A | - |
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