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FBONX vs JDVCX
FBONX vs JDVCX Comparison
Open Charts FBONX vs JDVCX
American Funds American Balanced 529-F-3
Price$35.33
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JPMorgan Diversified C
Price$15.66
Change-$0.13 (-0.82%)
VolumeN/A
Net Assets467.57M
FBONX vs JDVCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 242B vs. JDVCX (468M). FBONX pays higher dividends than JDVCX: FBONX (2.50) vs JDVCX (0.61). FBONX was incepted earlier than JDVCX: FBONX (4 years) vs JDVCX (22 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (94.00). FBONX has a lower initial minimum investment than JDVCX: FBONX (250) vs JDVCX (1000). FBONX annual gain was more profitable for investors over the last year : 9.52 vs. JDVCX (7.68).
| FBONX | JDVCX | FBONX / JDVCX | |
| 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 | 2.823 | 103% |
| 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 | 0.61 | 409% |
| Returns for 1 year | 9.52 | 7.68 | 124% |
| Returns for 3 years | 20.16 | 6.09 | 331% |
| Returns for 5 years | N/A | 0.41 | - |
| Returns for 10 years | N/A | 2.99 | - |
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