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FBAFX vs JDVAX
FBAFX vs JDVAX Comparison
Open Charts FBAFX vs JDVAX
American Funds American Balanced 529-F-2
Price$38.62
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
JPMorgan Diversified A
Price$16.89
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets486.15M
FBAFX vs JDVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 262B vs. JDVAX (486M). JDVAX pays higher dividends than FBAFX: JDVAX (2.31) vs FBAFX (2.01). FBAFX was incepted earlier than JDVAX: FBAFX (5 years) vs JDVAX (22 years). JDVAX (1.26) is less costly to investors than FBAFX (0.34). JDVAX is a more actively managed with annual turnover of: 63.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JDVAX: FBAFX (250) vs JDVAX (1000). FBAFX annual gain was more profitable for investors over the last year : 10.59 vs. JDVAX (8.53).
| FBAFX | JDVAX | FBAFX / JDVAX | |
| Total Expense Ratio | 0.34 | 0.96 | 35% |
| Annual Report Gross Expense Ratio | 0.34 | 1.26 | 27% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 13.322 | 10.728 | 124% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 486M | 53,909% |
| Annual Yield % from dividends | 2.01 | 2.31 | 87% |
| Returns for 1 year | 10.59 | 8.53 | 124% |
| Returns for 3 years | 44.09 | 29.75 | 148% |
| Returns for 5 years | N/A | 9.40 | - |
| Returns for 10 years | N/A | 22.46 | - |
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