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$38.82
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
JPMorgan Diversified R6
Price$16.81
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets415.59M
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: 263B vs. JDVZX (416M). JDVZX pays higher dividends than FBAFX: JDVZX (2.91) vs FBAFX (1.94). 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: 83.00 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 : 9.27 vs. JDVZX (7.85). FBAFX return over 5 years is better than : 42.37 vs. JDVZX (2.98).
| 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 | 14.295 | 10.667 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 416M | 63,221% |
| Annual Yield % from dividends | 1.94 | 2.91 | 67% |
| Returns for 1 year | 9.27 | 7.85 | 118% |
| Returns for 3 years | 42.83 | 30.98 | 138% |
| Returns for 5 years | 42.37 | 2.98 | 1,424% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement