FBAFX
Price
$36.88
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
JPDVX
Price
$16.49
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
470.57M
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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$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JPMorgan Diversified L
Price$16.49
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets470.57M
FBAFX vs JPDVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. JPDVX (471M). 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). FBAFX (8.12) and JPDVX (8.03) 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 YTD8.2177.494110%
Front LoadN/AN/A-
Min. Initial Investment25030000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B471M53,503%
Annual Yield % from dividends2.062.6478%
Returns for 1 year8.128.03101%
Returns for 3 years37.1926.78139%
Returns for 5 yearsN/A13.57-
Returns for 10 yearsN/A18.31-
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