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AMBFX vs JDVZX
AMBFX vs JDVZX Comparison
Open Charts AMBFX vs JDVZX
American Funds American Balanced F2
Price$38.14
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
JPMorgan Diversified R6
Price$16.92
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets483.42M
AMBFX vs JDVZX Comparison Chart in %
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AMBFX vs. JDVZX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 259B vs. JDVZX (483M). JDVZX pays higher dividends than AMBFX: JDVZX (2.64) vs AMBFX (2.00). 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). AMBFX annual gain was more profitable for investors over the last year : 12.02 vs. JDVZX (10.86). AMBFX return over 5 years is better than : 42.07 vs. JDVZX (9.78).
| 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 | 11.968 | 10.407 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 483M | 53,623% |
| Annual Yield % from dividends | 2.00 | 2.64 | 76% |
| Returns for 1 year | 12.02 | 10.86 | 111% |
| Returns for 3 years | 38.02 | 27.81 | 137% |
| Returns for 5 years | 42.07 | 9.78 | 430% |
| Returns for 10 years | 78.92 | N/A | - |
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