Interact to see
Advertisement
Advertisement
FBAFX vs JDVSX
FBAFX vs JDVSX Comparison
Open Charts FBAFX vs JDVSX
American Funds American Balanced 529-F-2
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JPMorgan Diversified I
Price$17.05
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets490.77M
FBAFX vs JDVSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 265B vs. JDVSX (491M). JDVSX pays higher dividends than FBAFX: JDVSX (2.81) vs FBAFX (1.97). 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: 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 : 8.96 vs. JDVSX (7.50).
| FBAFX | JDVSX | FBAFX / JDVSX | |
| Total Expense Ratio | 0.34 | 0.71 | 48% |
| Annual Report Gross Expense Ratio | 0.34 | 0.97 | 35% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 14.855 | 11.699 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 491M | 53,971% |
| Annual Yield % from dividends | 1.97 | 2.81 | 70% |
| Returns for 1 year | 8.96 | 7.50 | 119% |
| Returns for 3 years | 52.50 | 38.32 | 137% |
| Returns for 5 years | N/A | 8.53 | - |
| Returns for 10 years | N/A | 24.74 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VEGI | 39.06 | 0.21 | +0.54% |
| iShares MSCI Agriculture Producers ETF | |||
| ILF | 28.23 | 0.11 | +0.39% |
| iShares Latin America 40 ETF | |||
| DMAR | 40.76 | 0.14 | +0.35% |
| FT Vest US Equity Deep Bffr ETF Mar | |||
| IVRS | 41.25 | 0.12 | +0.29% |
| iShares Future Metaverse Tec And Com ETF | |||
| NBSD | 51.33 | N/A | N/A |
| Neuberger Berman Short Duration Inc ETF | |||