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FBAFX vs JDVCX
FBAFX vs JDVCX Comparison
Open Charts FBAFX vs JDVCX
American Funds American Balanced 529-F-2
Price$38.72
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
JPMorgan Diversified C
Price$16.46
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets415.59M
FBAFX vs JDVCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 264B vs. JDVCX (416M). JDVCX pays higher dividends than FBAFX: JDVCX (2.13) vs FBAFX (1.94). FBAFX was incepted earlier than JDVCX: FBAFX (5 years) vs JDVCX (23 years). JDVCX (1.74) is less costly to investors than FBAFX (0.34). JDVCX is a more actively managed with annual turnover of: 83.00 vs. FBAFX (44.00). 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 : 9.11 vs. JDVCX (6.85). FBAFX return over 5 years is better than : 41.63 vs. JDVCX (-1.19).
| FBAFX | JDVCX | FBAFX / JDVCX | |
| Total Expense Ratio | 0.34 | 1.46 | 23% |
| Annual Report Gross Expense Ratio | 0.34 | 1.74 | 20% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 14.001 | 9.737 | 144% |
| Front Load | N/A | N/A | - |
| 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 | 2.13 | 91% |
| Returns for 1 year | 9.11 | 6.85 | 133% |
| Returns for 3 years | 42.46 | 27.70 | 153% |
| Returns for 5 years | 41.63 | -1.19 | -3,484% |
| Returns for 10 years | N/A | 13.55 | - |
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