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FBAFX vs JDVSX
FBAFX vs JDVSX Comparison
Open Charts FBAFX vs JDVSX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
JPMorgan Diversified I
Price$16.31
Change-$0.06 (-0.37%)
VolumeN/A
CapitalizationN/A
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FBAFX vs JDVSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. JDVSX (487M). FBAFX pays higher dividends than JDVSX: FBAFX (2.47) vs JDVSX (1.20). FBAFX was incepted earlier than JDVSX: FBAFX (4 years) vs JDVSX (23 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. JDVSX (94.00). 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 : 21.28 vs. JDVSX (20.03).
| FBAFX | JDVSX | FBAFX / JDVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 12.953 | 10.946 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 487M | 48,460% |
| Annual Yield % from dividends | 2.47 | 1.20 | 206% |
| Returns for 1 year | 21.28 | 20.03 | 106% |
| Returns for 3 years | 14.69 | -11.60 | -127% |
| Returns for 5 years | N/A | 4.08 | - |
| Returns for 10 years | N/A | 8.93 | - |