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FBAFX vs JDVAX
FBAFX vs JDVAX Comparison
Open Charts FBAFX vs JDVAX
American Funds American Balanced 529-F-2
Price$37.68
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JPMorgan Diversified A
Price$15.51
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets421.42M
FBAFX vs JDVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. JDVAX (421M). JDVAX pays higher dividends than FBAFX: JDVAX (2.57) vs FBAFX (1.90). FBAFX was incepted earlier than JDVAX: FBAFX (5 years) vs JDVAX (23 years). JDVAX (1.29) is less costly to investors than FBAFX (0.34). JDVAX is a more actively managed with annual turnover of: 83.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JDVAX: FBAFX (250) vs JDVAX (1000). FBAFX annual gain was more profitable for investors over the last year : 9.31 vs. JDVAX (1.17). FBAFX return over 5 years is better than : 38.18 vs. JDVAX (-2.35).
| FBAFX | JDVAX | FBAFX / JDVAX | |
| Total Expense Ratio | 0.34 | 0.96 | 35% |
| Annual Report Gross Expense Ratio | 0.34 | 1.29 | 26% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 10.939 | 2.496 | 438% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 421M | 63,895% |
| Annual Yield % from dividends | 1.90 | 2.57 | 74% |
| Returns for 1 year | 9.31 | 1.17 | 795% |
| Returns for 3 years | 39.03 | 26.98 | 145% |
| Returns for 5 years | 38.18 | -2.35 | -1,626% |
| Returns for 10 years | N/A | 14.81 | - |
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