Interact to see
Advertisement
Advertisement
FBAFX vs JDVAX
FBAFX vs JDVAX Comparison
Open Charts FBAFX vs JDVAX
American Funds American Balanced 529-F-2
Price$37.14
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
JPMorgan Diversified A
Price$16.47
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets474.78M
FBAFX vs JDVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. JDVAX (475M). JDVAX pays higher dividends than FBAFX: JDVAX (2.36) vs FBAFX (2.06). FBAFX was incepted earlier than JDVAX: FBAFX (5 years) vs JDVAX (22 years). JDVAX (1.26) is less costly to investors than FBAFX (0.34). JDVAX is a more actively managed with annual turnover of: 63.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JDVAX: FBAFX (250) vs JDVAX (1000). JDVAX (9.26) and FBAFX (9.22) have marching annual gain over last year.
| FBAFX | JDVAX | FBAFX / JDVAX | |
| Total Expense Ratio | 0.34 | 0.96 | 35% |
| Annual Report Gross Expense Ratio | 0.34 | 1.26 | 27% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 8.979 | 7.974 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 475M | 53,474% |
| Annual Yield % from dividends | 2.06 | 2.36 | 87% |
| Returns for 1 year | 9.22 | 9.26 | 100% |
| Returns for 3 years | 33.06 | 21.62 | 153% |
| Returns for 5 years | N/A | 7.52 | - |
| Returns for 10 years | N/A | 14.00 | - |