Interact to see
Advertisement
Advertisement
FBAFX vs JPDVX
FBAFX vs JPDVX Comparison
Open Charts FBAFX vs JPDVX
American Funds American Balanced 529-F-2
Price$38.82
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
JPMorgan Diversified L
Price$16.83
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets413.6M
FBAFX vs JPDVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. JPDVX (414M). JPDVX pays higher dividends than FBAFX: JPDVX (2.84) vs FBAFX (1.94). FBAFX was incepted earlier than JPDVX: FBAFX (5 years) vs JPDVX (32 years). JPDVX (0.80) is less costly to investors than FBAFX (0.34). JPDVX is a more actively managed with annual turnover of: 83.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JPDVX: FBAFX (250) vs JPDVX (3000000). FBAFX annual gain was more profitable for investors over the last year : 9.27 vs. JPDVX (7.64). FBAFX return over 5 years is better than : 42.37 vs. JPDVX (2.85).
| FBAFX | JPDVX | FBAFX / JPDVX | |
| Total Expense Ratio | 0.34 | 0.65 | 52% |
| Annual Report Gross Expense Ratio | 0.34 | 0.80 | 43% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 14.295 | 10.669 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 414M | 63,527% |
| Annual Yield % from dividends | 1.94 | 2.84 | 68% |
| Returns for 1 year | 9.27 | 7.64 | 121% |
| Returns for 3 years | 42.83 | 30.87 | 139% |
| Returns for 5 years | 42.37 | 2.85 | 1,488% |
| Returns for 10 years | N/A | 23.52 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement