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FBONX vs JDVSX
FBONX vs JDVSX Comparison
Open Charts FBONX vs JDVSX
American Funds American Balanced 529-F-3
Price$34.35
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
JPMorgan Diversified I
Price$15.76
Change+$0.09 (+0.57%)
VolumeN/A
CapitalizationN/A
FBONX vs JDVSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. JDVSX (461M). FBONX pays higher dividends than JDVSX: FBONX (2.50) vs JDVSX (1.20). FBONX was incepted earlier than JDVSX: FBONX (4 years) vs JDVSX (23 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. JDVSX (94.00). FBONX has a lower initial minimum investment than JDVSX: FBONX (250) vs JDVSX (1000000). FBONX annual gain was more profitable for investors over the last year : 10.50 vs. JDVSX (9.36).
| FBONX | JDVSX | FBONX / JDVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 9.874 | 8.801 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 461M | 51,193% |
| Annual Yield % from dividends | 2.50 | 1.20 | 208% |
| Returns for 1 year | 10.50 | 9.36 | 112% |
| Returns for 3 years | 11.85 | 0.61 | 1,951% |
| Returns for 5 years | N/A | 4.21 | - |
| Returns for 10 years | N/A | 10.95 | - |
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