FBAFX
Price
$36.88
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
JDVAX
Price
$16.37
Change
+$0.05 (+0.31%)
Updated
Jul 3 closing price
Net Assets
470.57M
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FBAFX vs JDVAX

Header iconFBAFX vs JDVAX Comparison
Open Charts FBAFX vs JDVAXBanner chart's image
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JPMorgan Diversified A
Price$16.37
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets470.57M
FBAFX vs JDVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. JDVAX (471M). 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). FBAFX (8.12) and JDVAX (7.76) have marching annual gain over last year.
FBAFXJDVAXFBAFX / JDVAX
Total Expense Ratio0.340.9635%
Annual Report Gross Expense Ratio0.341.2627%
Fund Existence5 years22 years-
Gain YTD8.2177.319112%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B471M53,503%
Annual Yield % from dividends2.062.3687%
Returns for 1 year8.127.76105%
Returns for 3 years37.1925.76144%
Returns for 5 yearsN/A11.90-
Returns for 10 yearsN/A14.33-
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