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FBONX vs JDVAX
FBONX vs JDVAX Comparison
Open Charts FBONX vs JDVAX
American Funds American Balanced 529-F-3
Price$35.00
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
JPMorgan Diversified A
Price$15.64
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets464.38M
FBONX vs JDVAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. JDVAX (464M). 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 : 12.59 vs. JDVAX (11.24).
| 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 | 1.952 | 1.427 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 464M | 51,724% |
| Annual Yield % from dividends | 2.50 | 0.98 | 254% |
| Returns for 1 year | 12.59 | 11.24 | 112% |
| Returns for 3 years | 14.84 | 1.93 | 771% |
| Returns for 5 years | N/A | 1.61 | - |
| Returns for 10 years | N/A | 10.11 | - |
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