FBAFX
Price
$33.71
Change
+$0.44 (+1.32%)
Updated
Apr 24 closing price
Net Assets
226.9B
JDVZX
Price
$15.26
Change
+$0.21 (+1.40%)
Updated
Apr 24 closing price
Net Assets
436.3M
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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$33.71
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
JPMorgan Diversified R6
Price$15.26
Change+$0.21 (+1.40%)
VolumeN/A
Net Assets436.3M
FBAFX vs JDVZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 227B vs. JDVZX (436M). 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). FBAFX annual gain was more profitable for investors over the last year : 4.44 vs. JDVZX (3.25).
FBAFXJDVZXFBAFX / JDVZX
Total Expense Ratio0.330.5857%
Annual Report Gross Expense Ratio0.330.7047%
Fund Existence4 years7 years-
Gain YTD-1.440-2.52457%
Front LoadN/AN/A-
Min. Initial Investment250150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets227B436M52,064%
Annual Yield % from dividends2.222.7481%
Returns for 1 year4.443.25137%
Returns for 3 years16.566.86241%
Returns for 5 yearsN/A13.95-
Returns for 10 yearsN/AN/A-
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