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FBAFX vs JDVZX
FBAFX vs JDVZX Comparison
Open Charts FBAFX vs JDVZX
American Funds American Balanced 529-F-2
Price$33.49
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
JPMorgan Diversified R6
Price$15.22
Change-$0.40 (-2.56%)
VolumeN/A
Net Assets456.36M
FBAFX vs JDVZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 235B vs. JDVZX (456M). JDVZX pays higher dividends than FBAFX: JDVZX (2.74) vs FBAFX (2.22). FBAFX was incepted earlier than JDVZX: FBAFX (4 years) vs JDVZX (7 years). JDVZX (0.70) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. JDVZX (63.00). FBAFX has a lower initial minimum investment than JDVZX: FBAFX (250) vs JDVZX (15000000). JDVZX annual gain was more profitable for investors over the last year : 2.03 vs. FBAFX (1.64).
| FBAFX | JDVZX | FBAFX / JDVZX | |
| Total Expense Ratio | 0.33 | 0.58 | 57% |
| Annual Report Gross Expense Ratio | 0.33 | 0.70 | 47% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | -2.083 | -1.423 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 456M | 51,535% |
| Annual Yield % from dividends | 2.22 | 2.74 | 81% |
| Returns for 1 year | 1.64 | 2.03 | 80% |
| Returns for 3 years | 11.20 | 3.18 | 352% |
| Returns for 5 years | N/A | 25.45 | - |
| Returns for 10 years | N/A | N/A | - |