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FBAFX vs JDVZX
FBAFX vs JDVZX Comparison
Open Charts FBAFX vs JDVZX
American Funds American Balanced 529-F-2
Price$38.63
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
JPMorgan Diversified R6
Price$17.08
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets490.2M
FBAFX vs JDVZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. JDVZX (490M). JDVZX pays higher dividends than FBAFX: JDVZX (2.64) vs FBAFX (2.01). 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 : 10.53 vs. JDVZX (8.93).
| 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 | 13.736 | 11.255 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 490M | 53,673% |
| Annual Yield % from dividends | 2.01 | 2.64 | 76% |
| Returns for 1 year | 10.53 | 8.93 | 118% |
| Returns for 3 years | 45.18 | 32.10 | 141% |
| Returns for 5 years | N/A | 11.29 | - |
| Returns for 10 years | N/A | N/A | - |
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