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FBAFX vs JDVCX
FBAFX vs JDVCX Comparison
Open Charts FBAFX vs JDVCX
American Funds American Balanced 529-F-2
Price$38.69
Change+$0.20 (+0.52%)
VolumeN/A
Net Assets262.26B
JPMorgan Diversified C
Price$16.70
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets486.15M
FBAFX vs JDVCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 262B vs. JDVCX (486M). FBAFX pays higher dividends than JDVCX: FBAFX (2.01) vs JDVCX (1.84). FBAFX was incepted earlier than JDVCX: FBAFX (5 years) vs JDVCX (22 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 : 11.54 vs. JDVCX (8.04).
| 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 | 22 years | - |
| Gain YTD | 13.528 | 9.842 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 486M | 53,909% |
| Annual Yield % from dividends | 2.01 | 1.84 | 109% |
| Returns for 1 year | 11.54 | 8.04 | 143% |
| Returns for 3 years | 40.47 | 24.39 | 166% |
| Returns for 5 years | N/A | 6.38 | - |
| Returns for 10 years | N/A | 16.80 | - |
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