FBAFX
Price
$36.88
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
JDVSX
Price
$16.54
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
470.57M
Interact to see
Advertisement

FBAFX vs JDVSX

Header iconFBAFX vs JDVSX Comparison
Open Charts FBAFX vs JDVSXBanner chart's image
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JPMorgan Diversified I
Price$16.54
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets470.57M
FBAFX vs JDVSX Comparison Chart in %
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. JDVSX (471M). 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). FBAFX (8.12) and JDVSX (8.01) 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 YTD8.2177.438110%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B471M53,503%
Annual Yield % from dividends2.062.5780%
Returns for 1 year8.128.01101%
Returns for 3 years37.1926.59140%
Returns for 5 yearsN/A13.39-
Returns for 10 yearsN/A17.27-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
DBAW36.810.16
+0.43%
Xtrackers MSCI All World exUS Hdg Eq ETF
EQAL50.260.22
+0.43%
Invesco Russell 1000 Equal Weight ETF
SIXZ28.480.07
+0.23%
AllianzIM US Lrg Cp 6M Bfr10 May/Nov ETF
HDV119.200.21
+0.18%
iShares Core High Dividend ETF
BBCB45.40-0.08
-0.18%
JPMorgan BetaBuilders $ InvmGrdCorpBdETF