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$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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
| 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 | 8.217 | 7.494 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 471M | 53,503% |
| Annual Yield % from dividends | 2.06 | 2.64 | 78% |
| Returns for 1 year | 8.12 | 8.03 | 101% |
| Returns for 3 years | 37.19 | 26.78 | 139% |
| Returns for 5 years | N/A | 13.57 | - |
| Returns for 10 years | N/A | 18.31 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement