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FBAFX vs JDVZX
FBAFX vs JDVZX Comparison
Open Charts FBAFX vs JDVZX
American Funds American Balanced 529-F-2
Price$38.17
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets259.11B
JPMorgan Diversified R6
Price$16.92
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets483.42M
FBAFX vs JDVZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 259B vs. JDVZX (483M). JDVZX pays higher dividends than FBAFX: JDVZX (2.64) vs FBAFX (2.01). 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 annual gain was more profitable for investors over the last year : 12.03 vs. JDVZX (10.86).
| 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 | 12.002 | 10.407 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 483M | 53,623% |
| Annual Yield % from dividends | 2.01 | 2.64 | 76% |
| Returns for 1 year | 12.03 | 10.86 | 111% |
| Returns for 3 years | 39.32 | 27.81 | 141% |
| Returns for 5 years | N/A | 9.78 | - |
| Returns for 10 years | N/A | N/A | - |
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