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FBAFX vs JDVAX
FBAFX vs JDVAX Comparison
Open Charts FBAFX vs JDVAX
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.
| 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 | 8.217 | 7.319 | 112% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 471M | 53,503% |
| Annual Yield % from dividends | 2.06 | 2.36 | 87% |
| Returns for 1 year | 8.12 | 7.76 | 105% |
| Returns for 3 years | 37.19 | 25.76 | 144% |
| Returns for 5 years | N/A | 11.90 | - |
| Returns for 10 years | N/A | 14.33 | - |
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