Interact to see
Advertisement
Advertisement
FBAFX vs JDVCX
FBAFX vs JDVCX Comparison
Open Charts FBAFX vs JDVCX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JPMorgan Diversified C
Price$16.32
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets474.78M
FBAFX vs JDVCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. JDVCX (475M). FBAFX pays higher dividends than JDVCX: FBAFX (2.06) vs JDVCX (1.88). FBAFX was incepted earlier than JDVCX: FBAFX (5 years) vs JDVCX (22 years). JDVCX (1.74) is less costly to investors than FBAFX (0.34). JDVCX is a more actively managed with annual turnover of: 63.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JDVCX: FBAFX (250) vs JDVCX (1000). FBAFX (10.54) and JDVCX (10.15) have marching annual gain over last year.
| 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 | 22 years | - |
| Gain YTD | 9.185 | 8.055 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 475M | 53,474% |
| Annual Yield % from dividends | 2.06 | 1.88 | 109% |
| Returns for 1 year | 10.54 | 10.15 | 104% |
| Returns for 3 years | 36.84 | 23.98 | 154% |
| Returns for 5 years | N/A | 6.99 | - |
| Returns for 10 years | N/A | 9.76 | - |