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$37.68
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JPMorgan Diversified L
Price$15.66
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets421.11M
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: 269B vs. JPDVX (421M). JPDVX pays higher dividends than FBAFX: JPDVX (2.84) vs FBAFX (1.90). 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 : 9.38 vs. JPDVX (1.60). FBAFX return over 5 years is better than : 38.07 vs. JPDVX (-0.86).
| 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 | 10.851 | 2.975 | 365% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 421M | 63,895% |
| Annual Yield % from dividends | 1.90 | 2.84 | 67% |
| Returns for 1 year | 9.38 | 1.60 | 585% |
| Returns for 3 years | 38.63 | 28.34 | 136% |
| Returns for 5 years | 38.07 | -0.86 | -4,436% |
| Returns for 10 years | N/A | 18.99 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement