AMBFX
Price
$37.18
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
JDVZX
Price
$16.65
Change
+$0.03 (+0.18%)
Updated
Jul 25 closing price
Net Assets
474.78M
Interact to see
Advertisement

AMBFX vs JDVZX

Header iconAMBFX vs JDVZX Comparison
Open Charts AMBFX vs JDVZXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
AMBFXJDVZXAMBFX / JDVZX
Total Expense Ratio0.350.5860%
Annual Report Gross Expense Ratio0.350.7050%
Fund Existence17 years8 years-
Gain YTD9.1508.645106%
Front LoadN/AN/A-
Min. Initial Investment250150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B475M53,474%
Annual Yield % from dividends2.052.7076%
Returns for 1 year10.5311.1495%
Returns for 3 years35.5626.95132%
Returns for 5 years41.0111.48357%
Returns for 10 years67.47N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
QGEN51.790.56
+1.09%
Qiagen N.V.
TSLX24.450.05
+0.20%
Sixth Street Specialty Lending
IMMX2.71-0.08
-2.87%
Immix Biopharma
NFBK10.88-0.49
-4.31%
Northfield Bancorp
ASTI1.69-0.10
-5.59%
Ascent Solar Technologies Inc