Interact to see
Advertisement
Advertisement
FBAFX vs JPDVX
FBAFX vs JPDVX Comparison
Open Charts FBAFX vs JPDVX
American Funds American Balanced 529-F-2
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JPMorgan Diversified L
Price$16.78
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets479.94M
FBAFX vs JPDVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. JPDVX (480M). JPDVX pays higher dividends than FBAFX: JPDVX (2.63) vs FBAFX (2.04). 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 (8.48) and FBAFX (8.23) have marching annual gain over last year.
| 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 | 9.918 | 9.384 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 480M | 53,333% |
| Annual Yield % from dividends | 2.04 | 2.63 | 78% |
| Returns for 1 year | 8.23 | 8.48 | 97% |
| Returns for 3 years | 31.57 | 22.06 | 143% |
| Returns for 5 years | N/A | 9.01 | - |
| Returns for 10 years | N/A | 19.96 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TLTD | 86.98 | 0.32 | +0.37% |
| FlexShares Mstar DevMks exUS FctTilt ETF | |||
| VOX | 179.34 | 0.53 | +0.30% |
| Vanguard Communication Services ETF | |||
| CGIB | 25.16 | -0.05 | -0.20% |
| Capital Group Intl Bd ETF USD-Hdg | |||
| XTN | 84.72 | -0.33 | -0.39% |
| SPDR® S&P Transportation ETF | |||
| DEEP | 35.08 | -0.21 | -0.60% |
| Acquirers Small and Micro Deep Value ETF | |||