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FBAFX vs JDVZX
FBAFX vs JDVZX Comparison
Open Charts FBAFX vs JDVZX
American Funds American Balanced 529-F-2
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
JPMorgan Diversified R6
Price$16.10
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets465.13M
FBAFX vs JDVZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. JDVZX (465M). JDVZX pays higher dividends than FBAFX: JDVZX (2.66) vs FBAFX (2.14). 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 : 7.40 vs. JDVZX (6.13).
| 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 | 4.817 | 4.276 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 465M | 52,258% |
| Annual Yield % from dividends | 2.14 | 2.66 | 81% |
| Returns for 1 year | 7.40 | 6.13 | 121% |
| Returns for 3 years | 24.45 | 15.97 | 153% |
| Returns for 5 years | N/A | 9.75 | - |
| Returns for 10 years | N/A | N/A | - |
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