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FBAFX vs JPDVX
FBAFX vs JPDVX Comparison
Open Charts FBAFX vs JPDVX
American Funds American Balanced 529-F-2
Price$38.92
Change+$0.57 (+1.49%)
VolumeN/A
Net Assets261.29B
JPMorgan Diversified L
Price$16.93
Change+$0.16 (+0.95%)
VolumeN/A
Net Assets485.43M
FBAFX vs JPDVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 261B vs. JPDVX (485M). JPDVX pays higher dividends than FBAFX: JPDVX (2.87) vs FBAFX (1.97). 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 : 8.86 vs. JPDVX (6.40).
| 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 | 14.590 | 10.274 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261B | 485M | 53,814% |
| Annual Yield % from dividends | 1.97 | 2.87 | 69% |
| Returns for 1 year | 8.86 | 6.40 | 139% |
| Returns for 3 years | 55.33 | 39.37 | 141% |
| Returns for 5 years | N/A | 6.98 | - |
| Returns for 10 years | N/A | 23.99 | - |
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