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FBAFX vs JPDVX
FBAFX vs JPDVX Comparison
Open Charts FBAFX vs JPDVX
American Funds American Balanced 529-F-2
Price$38.63
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
JPMorgan Diversified L
Price$17.09
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets490.2M
FBAFX vs JPDVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. JPDVX (490M). JPDVX pays higher dividends than FBAFX: JPDVX (2.58) vs FBAFX (2.01). 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: 63.00 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 : 10.53 vs. JPDVX (8.79).
| 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 | 13.736 | 11.144 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 490M | 53,673% |
| Annual Yield % from dividends | 2.01 | 2.58 | 78% |
| Returns for 1 year | 10.53 | 8.79 | 120% |
| Returns for 3 years | 45.18 | 31.76 | 142% |
| Returns for 5 years | N/A | 10.96 | - |
| Returns for 10 years | N/A | 27.13 | - |