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FBAFX vs JDVSX
FBAFX vs JDVSX Comparison
Open Charts FBAFX vs JDVSX
American Funds American Balanced 529-F-2
Price$37.68
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JPMorgan Diversified I
Price$15.71
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets421.11M
FBAFX vs JDVSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. JDVSX (421M). JDVSX pays higher dividends than FBAFX: JDVSX (2.77) vs FBAFX (1.90). FBAFX was incepted earlier than JDVSX: FBAFX (5 years) vs JDVSX (24 years). JDVSX (1.01) is less costly to investors than FBAFX (0.34). JDVSX is a more actively managed with annual turnover of: 83.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JDVSX: FBAFX (250) vs JDVSX (1000000). FBAFX annual gain was more profitable for investors over the last year : 9.31 vs. JDVSX (1.60). FBAFX return over 5 years is better than : 38.18 vs. JDVSX (-0.98).
| FBAFX | JDVSX | FBAFX / JDVSX | |
| Total Expense Ratio | 0.34 | 0.71 | 48% |
| Annual Report Gross Expense Ratio | 0.34 | 1.01 | 34% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 10.939 | 2.920 | 375% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 421M | 63,895% |
| Annual Yield % from dividends | 1.90 | 2.77 | 69% |
| Returns for 1 year | 9.31 | 1.60 | 581% |
| Returns for 3 years | 39.03 | 28.13 | 139% |
| Returns for 5 years | 38.18 | -0.98 | -3,893% |
| Returns for 10 years | N/A | 17.98 | - |
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