Ad is loading...
FBAFX vs JDVZX
FBAFX vs JDVZX Comparison
Open Charts FBAFX vs JDVZX
American Funds American Balanced 529-F-2
Price$35.01
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
JPMorgan Diversified R6
Price$15.75
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets464.38M
FBAFX vs JDVZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 240B vs. JDVZX (464M). FBAFX pays higher dividends than JDVZX: FBAFX (2.47) vs JDVZX (1.32). FBAFX was incepted earlier than JDVZX: FBAFX (4 years) vs JDVZX (7 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. JDVZX (94.00). 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 : 12.58 vs. JDVZX (11.73).
| FBAFX | JDVZX | FBAFX / JDVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 1.981 | 1.482 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 464M | 51,724% |
| Annual Yield % from dividends | 2.47 | 1.32 | 187% |
| Returns for 1 year | 12.58 | 11.73 | 107% |
| Returns for 3 years | 14.73 | 2.78 | 529% |
| Returns for 5 years | N/A | 3.39 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...