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FBAFX vs JPDVX
FBAFX vs JPDVX Comparison
Open Charts FBAFX vs JPDVX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JPMorgan Diversified L
Price$16.11
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets467.49M
FBAFX vs JPDVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. JPDVX (467M). JPDVX pays higher dividends than FBAFX: JPDVX (2.59) vs FBAFX (2.14). 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 (5.78) and FBAFX (5.57) 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 | 4.578 | 4.255 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 467M | 52,248% |
| Annual Yield % from dividends | 2.14 | 2.59 | 83% |
| Returns for 1 year | 5.57 | 5.78 | 96% |
| Returns for 3 years | 34.68 | 24.47 | 142% |
| Returns for 5 years | N/A | 13.11 | - |
| Returns for 10 years | N/A | 13.36 | - |
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