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FBAFX vs JDVCX
FBAFX vs JDVCX Comparison
Open Charts FBAFX vs JDVCX
American Funds American Balanced 529-F-2
Price$37.65
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
JPMorgan Diversified C
Price$15.27
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets421.11M
FBAFX vs JDVCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. JDVCX (421M). JDVCX pays higher dividends than FBAFX: JDVCX (2.12) vs FBAFX (1.90). FBAFX was incepted earlier than JDVCX: FBAFX (5 years) vs JDVCX (23 years). JDVCX (1.79) 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 : 9.38 vs. JDVCX (0.59). FBAFX return over 5 years is better than : 38.07 vs. JDVCX (-4.77).
| FBAFX | JDVCX | FBAFX / JDVCX | |
| Total Expense Ratio | 0.34 | 1.46 | 23% |
| Annual Report Gross Expense Ratio | 0.34 | 1.79 | 19% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 10.851 | 1.803 | 602% |
| Front Load | N/A | N/A | - |
| 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 | 2.12 | 90% |
| Returns for 1 year | 9.38 | 0.59 | 1,590% |
| Returns for 3 years | 38.63 | 24.59 | 157% |
| Returns for 5 years | 38.07 | -4.77 | -798% |
| Returns for 10 years | N/A | 9.66 | - |
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