Ad is loading...
Ad is loading...
FBONX vs JDVCX
FBONX vs JDVCX Comparison
Open Charts FBONX vs JDVCX
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
JPMorgan Diversified C
Price$15.71
Change-$0.12 (-0.76%)
VolumeN/A
CapitalizationN/A
FBONX vs JDVCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. JDVCX (475M). 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 : 21.23 vs. JDVCX (17.69).
| 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 | 14.314 | 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 | 475M | 49,684% |
| Annual Yield % from dividends | 2.50 | 0.61 | 409% |
| Returns for 1 year | 21.23 | 17.69 | 120% |
| Returns for 3 years | 12.91 | -15.58 | -83% |
| Returns for 5 years | N/A | -2.23 | - |
| Returns for 10 years | N/A | 0.62 | - |