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FBAFX vs JDVZX
FBAFX vs JDVZX Comparison
Open Charts FBAFX vs JDVZX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JPMorgan Diversified R6
Price$16.48
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets470.57M
FBAFX vs JDVZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. JDVZX (471M). JDVZX pays higher dividends than FBAFX: JDVZX (2.70) vs FBAFX (2.06). FBAFX was incepted earlier than JDVZX: FBAFX (5 years) vs JDVZX (8 years). JDVZX (0.70) is less costly to investors than FBAFX (0.34). JDVZX is a more actively managed with annual turnover of: 63.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JDVZX: FBAFX (250) vs JDVZX (15000000). FBAFX (8.12) and JDVZX (8.11) have marching annual gain over last year.
| FBAFX | JDVZX | FBAFX / JDVZX | |
| Total Expense Ratio | 0.34 | 0.58 | 59% |
| Annual Report Gross Expense Ratio | 0.34 | 0.70 | 49% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 8.217 | 7.535 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 471M | 53,503% |
| Annual Yield % from dividends | 2.06 | 2.70 | 76% |
| Returns for 1 year | 8.12 | 8.11 | 100% |
| Returns for 3 years | 37.19 | 26.94 | 138% |
| Returns for 5 years | N/A | 13.84 | - |
| Returns for 10 years | N/A | N/A | - |
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