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ABALX vs JPDVX
ABALX vs JPDVX Comparison
Open Charts ABALX vs JPDVX
American Funds American Balanced A
Price$38.01
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
JPMorgan Diversified L
Price$16.85
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets483.42M
ABALX vs JPDVX Comparison Chart in %
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ABALX vs. JPDVX 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 JPDVX is a Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 259B vs. JPDVX (483M). JPDVX pays higher dividends than ABALX: JPDVX (2.58) vs ABALX (1.82). ABALX was incepted earlier than JPDVX: ABALX (50 years) vs JPDVX (32 years). JPDVX (0.80) is less costly to investors than ABALX (0.56). JPDVX is a more actively managed with annual turnover of: 63.00 vs. ABALX (44.00). ABALX has a lower initial minimum investment than JPDVX: ABALX (250) vs JPDVX (3000000). ABALX annual gain was more profitable for investors over the last year : 9.99 vs. JPDVX (8.93). ABALX return over 5 years is better than : 39.92 vs. JPDVX (8.68).
| ABALX | JPDVX | ABALX / JPDVX | |
| Total Expense Ratio | 0.56 | 0.65 | 86% |
| Annual Report Gross Expense Ratio | 0.56 | 0.80 | 70% |
| Fund Existence | 50 years | 32 years | - |
| Gain YTD | 11.381 | 9.840 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 483M | 53,623% |
| Annual Yield % from dividends | 1.82 | 2.58 | 71% |
| Returns for 1 year | 9.99 | 8.93 | 112% |
| Returns for 3 years | 39.96 | 30.21 | 132% |
| Returns for 5 years | 39.92 | 8.68 | 460% |
| Returns for 10 years | 75.68 | 25.79 | 293% |
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