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FBONX vs JDVAX
FBONX vs JDVAX Comparison
Open Charts FBONX vs JDVAX
American Funds American Balanced 529-F-3
Price$34.83
Change-$0.43 (-1.22%)
VolumeN/A
CapitalizationN/A
JPMorgan Diversified A
Price$15.59
Change-$0.19 (-1.20%)
VolumeN/A
CapitalizationN/A
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FBONX vs JDVAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 228B vs. JDVAX (469M). FBONX pays higher dividends than JDVAX: FBONX (2.50) vs JDVAX (0.98). FBONX was incepted earlier than JDVAX: FBONX (4 years) vs JDVAX (21 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 : 19.16 vs. JDVAX (18.15).
| FBONX | JDVAX | FBONX / JDVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 21 years | - |
| Gain YTD | 11.118 | 9.256 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 469M | 48,614% |
| Annual Yield % from dividends | 2.50 | 0.98 | 254% |
| Returns for 1 year | 19.16 | 18.15 | 106% |
| Returns for 3 years | 11.40 | -14.54 | -78% |
| Returns for 5 years | N/A | 1.28 | - |
| Returns for 10 years | N/A | 4.22 | - |
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