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BALFX vs JDVZX
BALFX vs JDVZX Comparison
Open Charts BALFX vs JDVZX
American Funds American Balanced F1
Price$38.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
JPMorgan Diversified R6
Price$17.08
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets490.2M
BALFX vs JDVZX Comparison Chart in %
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BALFX vs. JDVZX commentary
Sep 18, 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: 263B vs. JDVZX (490M). JDVZX pays higher dividends than BALFX: JDVZX (2.64) vs BALFX (1.77). 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 : 9.51 vs. JDVZX (8.52). BALFX return over 5 years is better than : 42.46 vs. JDVZX (10.82).
| 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 | 13.207 | 11.451 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 490M | 53,673% |
| Annual Yield % from dividends | 1.77 | 2.64 | 67% |
| Returns for 1 year | 9.51 | 8.52 | 112% |
| Returns for 3 years | 43.16 | 32.63 | 132% |
| Returns for 5 years | 42.46 | 10.82 | 392% |
| Returns for 10 years | 79.10 | N/A | - |
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