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FBAFX vs JDVZX
FBAFX vs JDVZX Comparison
Open Charts FBAFX vs JDVZX
American Funds American Balanced 529-F-2
Price$34.26
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
JPMorgan Diversified R6
Price$15.68
Change-$0.39 (-2.43%)
VolumeN/A
CapitalizationN/A
FBAFX vs JDVZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 241B vs. JDVZX (471M). 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). JDVZX (12.74) and FBAFX (12.73) have marching annual gain over last year.
| 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 | 11.739 | 11.433 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 471M | 51,168% |
| Annual Yield % from dividends | 2.47 | 1.32 | 187% |
| Returns for 1 year | 12.73 | 12.74 | 100% |
| Returns for 3 years | 14.03 | 3.59 | 391% |
| Returns for 5 years | N/A | 7.33 | - |
| Returns for 10 years | N/A | N/A | - |
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