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FBAFX vs JDVCX
FBAFX vs JDVCX Comparison
Open Charts FBAFX vs JDVCX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
JPMorgan Diversified C
Price$15.93
Change-$0.06 (-0.38%)
VolumeN/A
CapitalizationN/A
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FBAFX vs JDVCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. JDVCX (487M). FBAFX pays higher dividends than JDVCX: FBAFX (2.47) vs JDVCX (0.61). FBAFX was incepted earlier than JDVCX: FBAFX (4 years) vs JDVCX (22 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (94.00). FBAFX has a lower initial minimum investment than JDVCX: FBAFX (250) vs JDVCX (1000). FBAFX annual gain was more profitable for investors over the last year : 24.73 vs. JDVCX (22.33).
| FBAFX | JDVCX | FBAFX / JDVCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 22 years | - |
| Gain YTD | 14.250 | 11.384 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 487M | 48,460% |
| Annual Yield % from dividends | 2.47 | 0.61 | 404% |
| Returns for 1 year | 24.73 | 22.33 | 111% |
| Returns for 3 years | 17.24 | -11.74 | -147% |
| Returns for 5 years | N/A | 1.21 | - |
| Returns for 10 years | N/A | 3.38 | - |
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