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BALFX vs JDVZX
BALFX vs JDVZX Comparison
Open Charts BALFX vs JDVZX
American Funds American Balanced F1
Price$38.67
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
JPMorgan Diversified R6
Price$16.81
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets415.59M
BALFX vs JDVZX Comparison Chart in %
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BALFX vs. JDVZX commentary
Nov 20, 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: 264B vs. JDVZX (416M). JDVZX pays higher dividends than BALFX: JDVZX (2.91) vs BALFX (1.70). 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 : 8.79 vs. JDVZX (7.85). BALFX return over 5 years is better than : 37.92 vs. JDVZX (2.98).
| 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 | 13.721 | 10.667 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 416M | 63,462% |
| Annual Yield % from dividends | 1.70 | 2.91 | 58% |
| Returns for 1 year | 8.79 | 7.85 | 112% |
| Returns for 3 years | 40.54 | 30.98 | 131% |
| Returns for 5 years | 37.92 | 2.98 | 1,275% |
| Returns for 10 years | 70.45 | N/A | - |
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