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FBONX vs JDVAX
FBONX vs JDVAX Comparison
Open Charts FBONX vs JDVAX
American Funds American Balanced 529-F-3
Price$35.33
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JPMorgan Diversified A
Price$15.86
Change-$0.14 (-0.88%)
VolumeN/A
Net Assets467.57M
FBONX vs JDVAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 242B vs. JDVAX (468M). FBONX pays higher dividends than JDVAX: FBONX (2.50) vs JDVAX (0.98). FBONX was incepted earlier than JDVAX: FBONX (4 years) vs JDVAX (22 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. JDVAX (94.00). FBONX has a lower initial minimum investment than JDVAX: FBONX (250) vs JDVAX (1000). FBONX annual gain was more profitable for investors over the last year : 9.52 vs. JDVAX (8.21).
| FBONX | JDVAX | FBONX / JDVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 22 years | - |
| Gain YTD | 2.913 | 2.853 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 468M | 51,709% |
| Annual Yield % from dividends | 2.50 | 0.98 | 254% |
| Returns for 1 year | 9.52 | 8.21 | 116% |
| Returns for 3 years | 20.16 | 7.27 | 277% |
| Returns for 5 years | N/A | 2.79 | - |
| Returns for 10 years | N/A | 7.90 | - |
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