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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-$0.14 (-0.36%)
VolumeN/A
Net Assets266.55B
JPMorgan Diversified R6
Price$17.02
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets496.16M
BALFX vs JDVZX Comparison Chart in %
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BALFX vs. JDVZX commentary
Oct 10, 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 Buy and JDVZX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 267B vs. JDVZX (496M). 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: 63.00 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 : 9.04 vs. JDVZX (8.59). BALFX return over 5 years is better than : 41.87 vs. JDVZX (8.90).
| 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 | 12.049 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 496M | 53,831% |
| Annual Yield % from dividends | 1.72 | 2.94 | 59% |
| Returns for 1 year | 9.04 | 8.59 | 105% |
| Returns for 3 years | 52.18 | 40.53 | 129% |
| Returns for 5 years | 41.87 | 8.90 | 471% |
| Returns for 10 years | 76.37 | N/A | - |
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