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FBAFX vs JPDVX
FBAFX vs JPDVX Comparison
Open Charts FBAFX vs JPDVX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
JPMorgan Diversified L
Price$17.04
Change-$0.21 (-1.22%)
VolumeN/A
Net Assets424.66M
FBAFX vs JPDVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. JPDVX (425M). JPDVX pays higher dividends than FBAFX: JPDVX (2.84) vs FBAFX (1.94). 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 : 9.01 vs. JPDVX (8.51). FBAFX return over 5 years is better than : 43.18 vs. JPDVX (4.90).
| 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 | 15.061 | 12.050 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 425M | 63,294% |
| Annual Yield % from dividends | 1.94 | 2.84 | 68% |
| Returns for 1 year | 9.01 | 8.51 | 106% |
| Returns for 3 years | 44.43 | 32.89 | 135% |
| Returns for 5 years | 43.18 | 4.90 | 882% |
| Returns for 10 years | N/A | 26.60 | - |
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