Interact to see
Advertisement
Advertisement
FBAFX vs JDVSX
FBAFX vs JDVSX Comparison
Open Charts FBAFX vs JDVSX
American Funds American Balanced 529-F-2
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
JPMorgan Diversified I
Price$17.12
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets495.49M
FBAFX vs JDVSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. JDVSX (495M). JDVSX pays higher dividends than FBAFX: JDVSX (2.81) vs FBAFX (1.97). FBAFX was incepted earlier than JDVSX: FBAFX (5 years) vs JDVSX (24 years). JDVSX (0.97) is less costly to investors than FBAFX (0.34). JDVSX is a more actively managed with annual turnover of: 63.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JDVSX: FBAFX (250) vs JDVSX (1000000). FBAFX annual gain was more profitable for investors over the last year : 10.11 vs. JDVSX (8.81).
| FBAFX | JDVSX | FBAFX / JDVSX | |
| Total Expense Ratio | 0.34 | 0.71 | 48% |
| Annual Report Gross Expense Ratio | 0.34 | 0.97 | 35% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 14.737 | 12.158 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 495M | 53,737% |
| Annual Yield % from dividends | 1.97 | 2.81 | 70% |
| Returns for 1 year | 10.11 | 8.81 | 115% |
| Returns for 3 years | 49.13 | 36.08 | 136% |
| Returns for 5 years | N/A | 11.86 | - |
| Returns for 10 years | N/A | 27.44 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers