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FBONX vs JDVSX
FBONX vs JDVSX Comparison
Open Charts FBONX vs JDVSX
American Funds American Balanced 529-F-3
Price$35.50
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
JPMorgan Diversified I
Price$16.07
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets469.72M
FBONX vs JDVSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. JDVSX (470M). 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 : 12.92 vs. JDVSX (12.13).
| 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 | 3.408 | 3.145 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 470M | 51,702% |
| Annual Yield % from dividends | 2.50 | 1.20 | 208% |
| Returns for 1 year | 12.92 | 12.13 | 106% |
| Returns for 3 years | 18.74 | 6.37 | 294% |
| Returns for 5 years | N/A | 5.40 | - |
| Returns for 10 years | N/A | 13.07 | - |
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