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FBAFX vs JDVZX
FBAFX vs JDVZX Comparison
Open Charts FBAFX vs JDVZX
American Funds American Balanced 529-F-2
Price$38.97
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets265.83B
JPMorgan Diversified R6
Price$16.95
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets491.71M
FBAFX vs JDVZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. JDVZX (492M). JDVZX pays higher dividends than FBAFX: JDVZX (2.94) vs FBAFX (1.97). 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: 83.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JDVZX: FBAFX (250) vs JDVZX (15000000). FBAFX annual gain was more profitable for investors over the last year : 9.00 vs. JDVZX (7.42).
| 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 | 14.737 | 11.588 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 492M | 54,065% |
| Annual Yield % from dividends | 1.97 | 2.94 | 67% |
| Returns for 1 year | 9.00 | 7.42 | 121% |
| Returns for 3 years | 53.41 | 39.20 | 136% |
| Returns for 5 years | N/A | 8.77 | - |
| Returns for 10 years | N/A | N/A | - |
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