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FBAFX vs JDVZX
FBAFX vs JDVZX Comparison
Open Charts FBAFX vs JDVZX
American Funds American Balanced 529-F-2
Price$35.33
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
JPMorgan Diversified R6
Price$15.98
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets467.57M
FBAFX vs JDVZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 242B vs. JDVZX (468M). 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 : 9.47 vs. JDVZX (8.63).
| 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 | 2.913 | 2.964 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 468M | 51,709% |
| Annual Yield % from dividends | 2.47 | 1.32 | 187% |
| Returns for 1 year | 9.47 | 8.63 | 110% |
| Returns for 3 years | 20.04 | 8.21 | 244% |
| Returns for 5 years | N/A | 4.58 | - |
| Returns for 10 years | N/A | N/A | - |
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