FBAFX
Price
$37.07
Change
+$0.10 (+0.27%)
Updated
Aug 6 closing price
Net Assets
253.12B
JDVZX
Price
$16.57
Change
+$0.06 (+0.36%)
Updated
Aug 6 closing price
Net Assets
472.24M
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FBAFX vs JDVZX

Header iconFBAFX vs JDVZX Comparison
Open Charts FBAFX vs JDVZXBanner chart's image
American Funds American Balanced 529-F-2
Price$37.07
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets253.12B
JPMorgan Diversified R6
Price$16.57
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets472.24M
FBAFX vs JDVZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 253B vs. JDVZX (472M). JDVZX pays higher dividends than FBAFX: JDVZX (2.70) vs FBAFX (2.04). 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). JDVZX (11.65) and FBAFX (11.10) have marching annual gain over last year.
FBAFXJDVZXFBAFX / JDVZX
Total Expense Ratio0.340.5859%
Annual Report Gross Expense Ratio0.340.7049%
Fund Existence5 years8 years-
Gain YTD8.7747.731113%
Front LoadN/AN/A-
Min. Initial Investment250150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets253B472M53,602%
Annual Yield % from dividends2.042.7076%
Returns for 1 year11.1011.6595%
Returns for 3 years33.2622.78146%
Returns for 5 yearsN/A7.89-
Returns for 10 yearsN/AN/A-
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