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FBAFX vs JDVCX
FBAFX vs JDVCX Comparison
Open Charts FBAFX vs JDVCX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JPMorgan Diversified C
Price$15.77
Change-$0.14 (-0.88%)
VolumeN/A
Net Assets467.49M
FBAFX vs JDVCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. JDVCX (467M). FBAFX pays higher dividends than JDVCX: FBAFX (2.14) vs JDVCX (1.81). 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 : 5.57 vs. JDVCX (4.94).
| 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 | 4.578 | 3.850 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 467M | 52,248% |
| Annual Yield % from dividends | 2.14 | 1.81 | 119% |
| Returns for 1 year | 5.57 | 4.94 | 113% |
| Returns for 3 years | 34.68 | 21.97 | 158% |
| Returns for 5 years | N/A | 8.82 | - |
| Returns for 10 years | N/A | 4.51 | - |
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