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AMBFX vs JDVZX
AMBFX vs JDVZX Comparison
Open Charts AMBFX vs JDVZX
American Funds American Balanced F2
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JPMorgan Diversified R6
Price$16.48
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets470.57M
AMBFX vs JDVZX Comparison Chart in %
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AMBFX vs. JDVZX commentary
Jul 06, 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: 252B vs. JDVZX (471M). 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 (8.11) and AMBFX (8.11) have marching annual gain over last year. AMBFX return over 5 years is better than : 42.85 vs. JDVZX (13.84).
| 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 | 8.181 | 7.535 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 471M | 53,503% |
| Annual Yield % from dividends | 2.05 | 2.70 | 76% |
| Returns for 1 year | 8.11 | 8.11 | 100% |
| Returns for 3 years | 35.95 | 26.94 | 133% |
| Returns for 5 years | 42.85 | 13.84 | 310% |
| Returns for 10 years | 67.46 | N/A | - |
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