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ABALX vs JDVZX
ABALX vs JDVZX Comparison
Open Charts ABALX vs JDVZX
American Funds American Balanced A
Price$37.46
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
JPMorgan Diversified R6
Price$16.78
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets479.94M
ABALX vs JDVZX Comparison Chart in %
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ABALX vs. JDVZX 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 JDVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 256B vs. JDVZX (480M). JDVZX pays higher dividends than ABALX: JDVZX (2.70) vs ABALX (1.85). 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 : 8.62 vs. ABALX (8.03). ABALX return over 5 years is better than : 38.23 vs. JDVZX (9.33).
| 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 | 9.770 | 9.493 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 480M | 53,333% |
| Annual Yield % from dividends | 1.85 | 2.70 | 69% |
| Returns for 1 year | 8.03 | 8.62 | 93% |
| Returns for 3 years | 29.65 | 22.29 | 133% |
| Returns for 5 years | 38.23 | 9.33 | 410% |
| Returns for 10 years | 66.66 | N/A | - |
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