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FBONX vs JDVCX
FBONX vs JDVCX Comparison
Open Charts FBONX vs JDVCX
American Funds American Balanced 529-F-3
Price$35.00
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
JPMorgan Diversified C
Price$15.45
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets464.38M
FBONX vs JDVCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. JDVCX (464M). 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 : 12.59 vs. JDVCX (10.72).
| 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 | 1.952 | 1.445 | 135% |
| 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 | 0.61 | 409% |
| Returns for 1 year | 12.59 | 10.72 | 117% |
| Returns for 3 years | 14.84 | 0.87 | 1,714% |
| Returns for 5 years | N/A | -0.75 | - |
| Returns for 10 years | N/A | 5.11 | - |
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