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FBAFX vs JPDVX
FBAFX vs JPDVX Comparison
Open Charts FBAFX vs JPDVX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
JPMorgan Diversified L
Price$16.27
Change-$0.06 (-0.37%)
VolumeN/A
CapitalizationN/A
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FBAFX vs JPDVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. JPDVX (487M). FBAFX pays higher dividends than JPDVX: FBAFX (2.47) vs JPDVX (1.25). FBAFX was incepted earlier than JPDVX: FBAFX (4 years) vs JPDVX (31 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. JPDVX (94.00). 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 : 24.73 vs. JPDVX (23.36).
| FBAFX | JPDVX | FBAFX / JPDVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 31 years | - |
| Gain YTD | 14.250 | 12.042 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 487M | 48,460% |
| Annual Yield % from dividends | 2.47 | 1.25 | 198% |
| Returns for 1 year | 24.73 | 23.36 | 106% |
| Returns for 3 years | 17.24 | -9.88 | -174% |
| Returns for 5 years | N/A | 5.27 | - |
| Returns for 10 years | N/A | 12.22 | - |