FBAFX
Price
$37.21
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
JDVSX
Price
$16.71
Change
+$0.03 (+0.18%)
Updated
Jul 25 closing price
Net Assets
474.78M
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FBAFX vs JDVSX

Header iconFBAFX vs JDVSX Comparison
Open Charts FBAFX vs JDVSXBanner chart's image
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JPMorgan Diversified I
Price$16.71
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets474.78M
FBAFX vs JDVSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. JDVSX (475M). JDVSX pays higher dividends than FBAFX: JDVSX (2.57) vs FBAFX (2.06). FBAFX was incepted earlier than JDVSX: FBAFX (5 years) vs JDVSX (24 years). JDVSX (0.97) is less costly to investors than FBAFX (0.34). JDVSX is a more actively managed with annual turnover of: 63.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JDVSX: FBAFX (250) vs JDVSX (1000000). JDVSX (11.02) and FBAFX (10.54) have marching annual gain over last year.
FBAFXJDVSXFBAFX / JDVSX
Total Expense Ratio0.340.7148%
Annual Report Gross Expense Ratio0.340.9735%
Fund Existence5 years24 years-
Gain YTD9.1858.542108%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B475M53,474%
Annual Yield % from dividends2.062.5780%
Returns for 1 year10.5411.0296%
Returns for 3 years36.8426.60139%
Returns for 5 yearsN/A10.98-
Returns for 10 yearsN/A18.12-
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