FBAFX
Price
$37.21
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
JPDVX
Price
$16.65
Change
+$0.02 (+0.12%)
Updated
Jul 25 closing price
Net Assets
474.78M
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FBAFX vs JPDVX

Header iconFBAFX vs JPDVX Comparison
Open Charts FBAFX vs JPDVXBanner chart's image
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JPMorgan Diversified L
Price$16.65
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets474.78M
FBAFX vs JPDVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. JPDVX (475M). JPDVX pays higher dividends than FBAFX: JPDVX (2.64) vs FBAFX (2.06). FBAFX was incepted earlier than JPDVX: FBAFX (5 years) vs JPDVX (32 years). JPDVX (0.80) is less costly to investors than FBAFX (0.34). JPDVX is a more actively managed with annual turnover of: 63.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JPDVX: FBAFX (250) vs JPDVX (3000000). JPDVX (10.99) and FBAFX (10.54) have marching annual gain over last year.
FBAFXJPDVXFBAFX / JPDVX
Total Expense Ratio0.340.6552%
Annual Report Gross Expense Ratio0.340.8043%
Fund Existence5 years32 years-
Gain YTD9.1858.537108%
Front LoadN/AN/A-
Min. Initial Investment25030000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B475M53,474%
Annual Yield % from dividends2.062.6478%
Returns for 1 year10.5410.9996%
Returns for 3 years36.8426.71138%
Returns for 5 yearsN/A11.08-
Returns for 10 yearsN/A19.10-
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