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FBAFX vs JPDVX
FBAFX vs JPDVX Comparison
Open Charts FBAFX vs JPDVX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JPMorgan Diversified L
Price$17.22
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets421.74M
FBAFX vs JPDVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. JPDVX (422M). JPDVX pays higher dividends than FBAFX: JPDVX (2.84) vs FBAFX (1.90). 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: 83.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JPDVX: FBAFX (250) vs JPDVX (3000000). FBAFX annual gain was more profitable for investors over the last year : 10.04 vs. JPDVX (7.60). FBAFX return over 5 years is better than : 42.47 vs. JPDVX (2.42).
| FBAFX | JPDVX | FBAFX / JPDVX | |
| Total Expense Ratio | 0.34 | 0.65 | 52% |
| Annual Report Gross Expense Ratio | 0.34 | 0.80 | 43% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 17.387 | 13.233 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 422M | 63,744% |
| Annual Yield % from dividends | 1.90 | 2.84 | 67% |
| Returns for 1 year | 10.04 | 7.60 | 132% |
| Returns for 3 years | 42.67 | 30.28 | 141% |
| Returns for 5 years | 42.47 | 2.42 | 1,755% |
| Returns for 10 years | N/A | 26.46 | - |
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