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AMBFX vs JDVZX
AMBFX vs JDVZX Comparison
Open Charts AMBFX vs JDVZX
American Funds American Balanced F2
Price$37.18
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JPMorgan Diversified R6
Price$16.65
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets474.78M
AMBFX vs JDVZX Comparison Chart in %
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AMBFX vs. JDVZX commentary
Jul 27, 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 JDVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 254B vs. JDVZX (475M). JDVZX pays higher dividends than AMBFX: JDVZX (2.70) vs AMBFX (2.05). AMBFX was incepted earlier than JDVZX: AMBFX (17 years) vs JDVZX (8 years). JDVZX (0.70) is less costly to investors than AMBFX (0.35). JDVZX is a more actively managed with annual turnover of: 63.00 vs. AMBFX (44.00). AMBFX has a lower initial minimum investment than JDVZX: AMBFX (250) vs JDVZX (15000000). JDVZX annual gain was more profitable for investors over the last year : 11.14 vs. AMBFX (10.53). AMBFX return over 5 years is better than : 41.01 vs. JDVZX (11.48).
| AMBFX | JDVZX | AMBFX / JDVZX | |
| Total Expense Ratio | 0.35 | 0.58 | 60% |
| Annual Report Gross Expense Ratio | 0.35 | 0.70 | 50% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 9.150 | 8.645 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 475M | 53,474% |
| Annual Yield % from dividends | 2.05 | 2.70 | 76% |
| Returns for 1 year | 10.53 | 11.14 | 95% |
| Returns for 3 years | 35.56 | 26.95 | 132% |
| Returns for 5 years | 41.01 | 11.48 | 357% |
| Returns for 10 years | 67.47 | N/A | - |
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