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FBONX vs JDVSX
FBONX vs JDVSX Comparison
Open Charts FBONX vs JDVSX
American Funds American Balanced 529-F-3
Price$35.33
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JPMorgan Diversified I
Price$16.04
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets467.57M
FBONX vs JDVSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 242B vs. JDVSX (468M). 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 : 9.52 vs. JDVSX (8.53).
| 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 | 2.913 | 2.953 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 468M | 51,709% |
| Annual Yield % from dividends | 2.50 | 1.20 | 208% |
| Returns for 1 year | 9.52 | 8.53 | 112% |
| Returns for 3 years | 20.16 | 7.95 | 253% |
| Returns for 5 years | N/A | 4.19 | - |
| Returns for 10 years | N/A | 10.67 | - |
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