Ad is loading...
FBAFX vs JDVAX
FBAFX vs JDVAX Comparison
Open Charts FBAFX vs JDVAX
American Funds American Balanced 529-F-2
Price$36.59
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
JPMorgan Diversified A
Price$16.17
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FBAFX vs JDVAX Comparison Chart
Loading...
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 239B vs. JDVAX (485M). FBAFX pays higher dividends than JDVAX: FBAFX (2.47) vs JDVAX (0.98). FBAFX was incepted earlier than JDVAX: FBAFX (4 years) vs JDVAX (22 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (94.00). FBAFX has a lower initial minimum investment than JDVAX: FBAFX (250) vs JDVAX (1000). FBAFX (25.55) and JDVAX (24.33) have marching annual gain over last year.
| FBAFX | JDVAX | FBAFX / JDVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 22 years | - |
| Gain YTD | 15.546 | 12.516 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 485M | 49,278% |
| Annual Yield % from dividends | 2.47 | 0.98 | 252% |
| Returns for 1 year | 25.55 | 24.33 | 105% |
| Returns for 3 years | 16.86 | -11.05 | -153% |
| Returns for 5 years | N/A | 4.07 | - |
| Returns for 10 years | N/A | 12.73 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AMZD | 13.75 | 0.07 | +0.51% |
| Direxion Daily AMZN Bear 1X ETF | |||
| PICB | 22.88 | 0.11 | +0.49% |
| Invesco International Corporate Bond ETF | |||
| SPYI | 51.83 | 0.18 | +0.35% |
| NEOS S&P 500(R) High Income ETF | |||
| SAGP | 30.07 | 0.07 | +0.23% |
| Strategas Global Policy Opp ETF | |||
| MUST | 20.59 | -0.02 | -0.10% |
| Columbia Multi-Sector Municipal Inc ETF | |||