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ABALX vs JPDVX
ABALX vs JPDVX Comparison
Open Charts ABALX vs JPDVX
American Funds American Balanced A
Price$37.46
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
JPMorgan Diversified L
Price$16.78
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets479.94M
ABALX vs JPDVX Comparison Chart in %
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ABALX vs. JPDVX 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 JPDVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 256B vs. JPDVX (480M). JPDVX pays higher dividends than ABALX: JPDVX (2.63) vs ABALX (1.85). 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). JPDVX annual gain was more profitable for investors over the last year : 8.48 vs. ABALX (8.03). ABALX return over 5 years is better than : 38.23 vs. JPDVX (9.01).
| 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 | 9.770 | 9.384 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 480M | 53,333% |
| Annual Yield % from dividends | 1.85 | 2.63 | 70% |
| Returns for 1 year | 8.03 | 8.48 | 95% |
| Returns for 3 years | 29.65 | 22.06 | 134% |
| Returns for 5 years | 38.23 | 9.01 | 425% |
| Returns for 10 years | 66.66 | 19.96 | 334% |
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