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ABALX vs JDVZX
ABALX vs JDVZX Comparison
Open Charts ABALX vs JDVZX
American Funds American Balanced A
Price$38.16
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets259.11B
JPMorgan Diversified R6
Price$16.92
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets483.42M
ABALX vs JDVZX Comparison Chart in %
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ABALX vs. JDVZX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 259B vs. JDVZX (483M). JDVZX pays higher dividends than ABALX: JDVZX (2.64) vs ABALX (1.82). 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). ABALX annual gain was more profitable for investors over the last year : 11.79 vs. JDVZX (10.86). ABALX return over 5 years is better than : 40.86 vs. JDVZX (9.78).
| 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 | 11.821 | 10.407 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 483M | 53,623% |
| Annual Yield % from dividends | 1.82 | 2.64 | 69% |
| Returns for 1 year | 11.79 | 10.86 | 109% |
| Returns for 3 years | 37.26 | 27.81 | 134% |
| Returns for 5 years | 40.86 | 9.78 | 418% |
| Returns for 10 years | 76.89 | N/A | - |
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