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FBAFX vs JDVCX
FBAFX vs JDVCX Comparison
Open Charts FBAFX vs JDVCX
American Funds American Balanced 529-F-2
Price$38.94
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
JPMorgan Diversified C
Price$16.69
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets496.12M
FBAFX vs JDVCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. JDVCX (496M). JDVCX pays higher dividends than FBAFX: JDVCX (2.15) vs FBAFX (1.97). 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: 63.00 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 : 10.27 vs. JDVCX (8.66).
| 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 | 14.649 | 11.670 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 496M | 53,629% |
| Annual Yield % from dividends | 1.97 | 2.15 | 92% |
| Returns for 1 year | 10.27 | 8.66 | 119% |
| Returns for 3 years | 53.07 | 36.77 | 144% |
| Returns for 5 years | N/A | 5.52 | - |
| Returns for 10 years | N/A | 16.99 | - |
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