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BALFX vs JDVZX
BALFX vs JDVZX Comparison
Open Charts BALFX vs JDVZX
American Funds American Balanced F1
Price$38.93
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets265.83B
JPMorgan Diversified R6
Price$16.95
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets491.71M
BALFX vs JDVZX Comparison Chart in %
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BALFX vs. JDVZX commentary
Oct 17, 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 BALFX is a Hold and JDVZX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. JDVZX (492M). JDVZX pays higher dividends than BALFX: JDVZX (2.94) vs BALFX (1.72). BALFX was incepted earlier than JDVZX: BALFX (25 years) vs JDVZX (8 years). JDVZX (0.70) is less costly to investors than BALFX (0.61). JDVZX is a more actively managed with annual turnover of: 83.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than JDVZX: BALFX (250) vs JDVZX (15000000). BALFX annual gain was more profitable for investors over the last year : 8.68 vs. JDVZX (7.42). BALFX return over 5 years is better than : 41.77 vs. JDVZX (8.77).
| BALFX | JDVZX | BALFX / JDVZX | |
| Total Expense Ratio | 0.61 | 0.58 | 105% |
| Annual Report Gross Expense Ratio | 0.61 | 0.70 | 87% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 14.486 | 11.588 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 492M | 54,065% |
| Annual Yield % from dividends | 1.72 | 2.94 | 59% |
| Returns for 1 year | 8.68 | 7.42 | 117% |
| Returns for 3 years | 51.39 | 39.20 | 131% |
| Returns for 5 years | 41.77 | 8.77 | 477% |
| Returns for 10 years | 75.01 | N/A | - |
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