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FBAFX vs JDVAX
FBAFX vs JDVAX Comparison
Open Charts FBAFX vs JDVAX
American Funds American Balanced 529-F-2
Price$39.11
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
JPMorgan Diversified A
Price$16.96
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets494.52M
FBAFX vs JDVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. JDVAX (495M). JDVAX pays higher dividends than FBAFX: JDVAX (2.60) vs FBAFX (1.97). 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: 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 : 10.20 vs. JDVAX (8.45).
| 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 | 15.149 | 11.748 | 129% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 495M | 53,737% |
| Annual Yield % from dividends | 1.97 | 2.60 | 76% |
| Returns for 1 year | 10.20 | 8.45 | 121% |
| Returns for 3 years | 53.74 | 38.34 | 140% |
| Returns for 5 years | N/A | 7.09 | - |
| Returns for 10 years | N/A | 22.39 | - |
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