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FBAFX vs JDVCX
FBAFX vs JDVCX Comparison
Open Charts FBAFX vs JDVCX
American Funds American Balanced 529-F-2
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
JPMorgan Diversified C
Price$16.65
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets491.99M
FBAFX vs JDVCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. JDVCX (492M). JDVCX pays higher dividends than FBAFX: JDVCX (2.15) vs FBAFX (1.97). FBAFX was incepted earlier than JDVCX: FBAFX (5 years) vs JDVCX (23 years). JDVCX (1.74) is less costly to investors than FBAFX (0.34). JDVCX is a more actively managed with annual turnover of: 83.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JDVCX: FBAFX (250) vs JDVCX (1000). FBAFX annual gain was more profitable for investors over the last year : 8.96 vs. JDVCX (6.66).
| FBAFX | JDVCX | FBAFX / JDVCX | |
| Total Expense Ratio | 0.34 | 1.46 | 23% |
| Annual Report Gross Expense Ratio | 0.34 | 1.74 | 20% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 14.855 | 11.004 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 492M | 54,065% |
| Annual Yield % from dividends | 1.97 | 2.15 | 92% |
| Returns for 1 year | 8.96 | 6.66 | 135% |
| Returns for 3 years | 52.50 | 35.32 | 149% |
| Returns for 5 years | N/A | 4.58 | - |
| Returns for 10 years | N/A | 15.79 | - |
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