Interact to see
Advertisement
Advertisement
FBAFX vs JDVZX
FBAFX vs JDVZX Comparison
Open Charts FBAFX vs JDVZX
American Funds American Balanced 529-F-2
Price$38.96
Change-$0.15 (-0.38%)
VolumeN/A
Net Assets266.55B
JPMorgan Diversified R6
Price$17.02
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets496.16M
FBAFX vs JDVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 267B vs. JDVZX (496M). JDVZX pays higher dividends than FBAFX: JDVZX (2.94) vs FBAFX (1.97). FBAFX was incepted earlier than JDVZX: FBAFX (5 years) vs JDVZX (8 years). JDVZX (0.70) is less costly to investors than FBAFX (0.34). JDVZX is a more actively managed with annual turnover of: 63.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JDVZX: FBAFX (250) vs JDVZX (15000000). FBAFX annual gain was more profitable for investors over the last year : 9.33 vs. JDVZX (8.59).
| FBAFX | JDVZX | FBAFX / JDVZX | |
| Total Expense Ratio | 0.34 | 0.58 | 59% |
| Annual Report Gross Expense Ratio | 0.34 | 0.70 | 49% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 14.707 | 12.049 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 496M | 53,831% |
| Annual Yield % from dividends | 1.97 | 2.94 | 67% |
| Returns for 1 year | 9.33 | 8.59 | 109% |
| Returns for 3 years | 54.17 | 40.53 | 134% |
| Returns for 5 years | N/A | 8.90 | - |
| Returns for 10 years | N/A | N/A | - |