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ABALX vs JDVZX
ABALX vs JDVZX Comparison
Open Charts ABALX vs JDVZX
American Funds American Balanced A
Price$36.88
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JPMorgan Diversified R6
Price$16.48
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets470.57M
ABALX vs JDVZX Comparison Chart in %
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ABALX vs. JDVZX commentary
Jul 06, 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: 252B vs. JDVZX (471M). 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 (8.11) and ABALX (7.89) have marching annual gain over last year. ABALX return over 5 years is better than : 41.63 vs. JDVZX (13.84).
| 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 | 8.070 | 7.535 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 471M | 53,503% |
| Annual Yield % from dividends | 1.86 | 2.70 | 69% |
| Returns for 1 year | 7.89 | 8.11 | 97% |
| Returns for 3 years | 35.19 | 26.94 | 131% |
| Returns for 5 years | 41.63 | 13.84 | 301% |
| Returns for 10 years | 65.55 | N/A | - |
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