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FBAFX vs JDVZX
FBAFX vs JDVZX Comparison
Open Charts FBAFX vs JDVZX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
JPMorgan Diversified R6
Price$17.03
Change-$0.21 (-1.22%)
VolumeN/A
Net Assets419.51M
FBAFX vs JDVZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. JDVZX (420M). JDVZX pays higher dividends than FBAFX: JDVZX (2.91) vs FBAFX (1.94). 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). JDVZX annual gain was more profitable for investors over the last year : 9.66 vs. FBAFX (9.01). FBAFX return over 5 years is better than : 43.18 vs. JDVZX (6.50).
| 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 | 15.061 | 13.497 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 420M | 64,048% |
| Annual Yield % from dividends | 1.94 | 2.91 | 67% |
| Returns for 1 year | 9.01 | 9.66 | 93% |
| Returns for 3 years | 44.43 | 33.94 | 131% |
| Returns for 5 years | 43.18 | 6.50 | 664% |
| Returns for 10 years | N/A | N/A | - |
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