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AMBFX vs JDVAX
AMBFX vs JDVAX Comparison
Open Charts AMBFX vs JDVAX
American Funds American Balanced F2
Price$37.78
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
JPMorgan Diversified A
Price$16.72
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets483.42M
AMBFX vs JDVAX Comparison Chart in %
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AMBFX vs. JDVAX 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 AMBFX is a Buy and JDVAX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 259B vs. JDVAX (483M). JDVAX pays higher dividends than AMBFX: JDVAX (2.31) vs AMBFX (2.00). AMBFX was incepted earlier than JDVAX: AMBFX (17 years) vs JDVAX (22 years). JDVAX (1.26) is less costly to investors than AMBFX (0.35). JDVAX is a more actively managed with annual turnover of: 63.00 vs. AMBFX (44.00). AMBFX has a lower initial minimum investment than JDVAX: AMBFX (250) vs JDVAX (1000). AMBFX annual gain was more profitable for investors over the last year : 10.22 vs. JDVAX (8.60). AMBFX return over 5 years is better than : 41.12 vs. JDVAX (7.13).
| AMBFX | JDVAX | AMBFX / JDVAX | |
| Total Expense Ratio | 0.35 | 0.96 | 36% |
| Annual Report Gross Expense Ratio | 0.35 | 1.26 | 28% |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | 11.528 | 9.613 | 120% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 483M | 53,623% |
| Annual Yield % from dividends | 2.00 | 2.31 | 87% |
| Returns for 1 year | 10.22 | 8.60 | 119% |
| Returns for 3 years | 40.75 | 29.21 | 140% |
| Returns for 5 years | 41.12 | 7.13 | 577% |
| Returns for 10 years | 77.69 | 21.60 | 360% |
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