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FBONX vs JDVCX
FBONX vs JDVCX Comparison
Open Charts FBONX vs JDVCX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
JPMorgan Diversified C
Price$15.93
Change-$0.06 (-0.38%)
VolumeN/A
CapitalizationN/A
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FBONX vs JDVCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. JDVCX (487M). 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 : 24.74 vs. JDVCX (19.02).
| 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 | 14.251 | 10.265 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 487M | 48,460% |
| Annual Yield % from dividends | 2.50 | 0.61 | 409% |
| Returns for 1 year | 24.74 | 19.02 | 130% |
| Returns for 3 years | 17.33 | -13.38 | -130% |
| Returns for 5 years | N/A | 0.19 | - |
| Returns for 10 years | N/A | 1.33 | - |
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