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AMBFX vs JPDVX
AMBFX vs JPDVX Comparison
Open Charts AMBFX vs JPDVX
American Funds American Balanced F2
Price$37.78
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
JPMorgan Diversified L
Price$16.85
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets483.42M
AMBFX vs JPDVX Comparison Chart in %
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AMBFX vs. JPDVX 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 JPDVX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 259B vs. JPDVX (483M). JPDVX pays higher dividends than AMBFX: JPDVX (2.58) vs AMBFX (2.00). AMBFX was incepted earlier than JPDVX: AMBFX (17 years) vs JPDVX (32 years). JPDVX (0.80) is less costly to investors than AMBFX (0.35). JPDVX is a more actively managed with annual turnover of: 63.00 vs. AMBFX (44.00). AMBFX has a lower initial minimum investment than JPDVX: AMBFX (250) vs JPDVX (3000000). AMBFX annual gain was more profitable for investors over the last year : 10.22 vs. JPDVX (8.93). AMBFX return over 5 years is better than : 41.12 vs. JPDVX (8.68).
| AMBFX | JPDVX | AMBFX / JPDVX | |
| Total Expense Ratio | 0.35 | 0.65 | 54% |
| Annual Report Gross Expense Ratio | 0.35 | 0.80 | 44% |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 11.528 | 9.840 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 483M | 53,623% |
| Annual Yield % from dividends | 2.00 | 2.58 | 78% |
| Returns for 1 year | 10.22 | 8.93 | 114% |
| Returns for 3 years | 40.75 | 30.21 | 135% |
| Returns for 5 years | 41.12 | 8.68 | 474% |
| Returns for 10 years | 77.69 | 25.79 | 301% |
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