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FBAFX vs JDVCX
FBAFX vs JDVCX Comparison
Open Charts FBAFX vs JDVCX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JPMorgan Diversified C
Price$16.17
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets470.57M
FBAFX vs JDVCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. JDVCX (471M). 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 annual gain was more profitable for investors over the last year : 8.12 vs. JDVCX (7.16).
| 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 | 8.217 | 7.062 | 116% |
| Front Load | N/A | N/A | - |
| 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 | 1.88 | 109% |
| Returns for 1 year | 8.12 | 7.16 | 113% |
| Returns for 3 years | 37.19 | 24.12 | 154% |
| Returns for 5 years | N/A | 9.35 | - |
| Returns for 10 years | N/A | 9.01 | - |
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