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FBAFX vs JDVAX
FBAFX vs JDVAX Comparison
Open Charts FBAFX vs JDVAX
American Funds American Balanced 529-F-2
Price$38.72
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
JPMorgan Diversified A
Price$16.68
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets415.59M
FBAFX vs JDVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 264B vs. JDVAX (416M). JDVAX pays higher dividends than FBAFX: JDVAX (2.58) vs FBAFX (1.94). FBAFX was incepted earlier than JDVAX: FBAFX (5 years) vs JDVAX (23 years). JDVAX (1.26) is less costly to investors than FBAFX (0.34). JDVAX is a more actively managed with annual turnover of: 83.00 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 : 9.11 vs. JDVAX (7.37). FBAFX return over 5 years is better than : 41.63 vs. JDVAX (1.18).
| 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 | 23 years | - |
| Gain YTD | 14.001 | 10.228 | 137% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 416M | 63,462% |
| Annual Yield % from dividends | 1.94 | 2.58 | 75% |
| Returns for 1 year | 9.11 | 7.37 | 124% |
| Returns for 3 years | 42.46 | 29.52 | 144% |
| Returns for 5 years | 41.63 | 1.18 | 3,538% |
| Returns for 10 years | N/A | 19.17 | - |
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