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FBAFX vs JDVSX
FBAFX vs JDVSX Comparison
Open Charts FBAFX vs JDVSX
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 %
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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.
| 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 | 8.217 | 7.438 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 471M | 53,503% |
| Annual Yield % from dividends | 2.06 | 2.57 | 80% |
| Returns for 1 year | 8.12 | 8.01 | 101% |
| Returns for 3 years | 37.19 | 26.59 | 140% |
| Returns for 5 years | N/A | 13.39 | - |
| Returns for 10 years | N/A | 17.27 | - |
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