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FBONX vs JDVZX
FBONX vs JDVZX Comparison
Open Charts FBONX vs JDVZX
American Funds American Balanced 529-F-3
Price$36.54
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JPMorgan Diversified R6
Price$16.28
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FBONX vs JDVZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 238B vs. JDVZX (483M). FBONX pays higher dividends than JDVZX: FBONX (2.50) vs JDVZX (1.32). FBONX was incepted earlier than JDVZX: FBONX (4 years) vs JDVZX (7 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. JDVZX (94.00). FBONX has a lower initial minimum investment than JDVZX: FBONX (250) vs JDVZX (15000000). FBONX (25.65) and JDVZX (24.78) have marching annual gain over last year.
| FBONX | JDVZX | FBONX / JDVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 15.579 | 12.890 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 483M | 49,275% |
| Annual Yield % from dividends | 2.50 | 1.32 | 189% |
| Returns for 1 year | 25.65 | 24.78 | 104% |
| Returns for 3 years | 17.01 | -10.24 | -166% |
| Returns for 5 years | N/A | 5.93 | - |
| Returns for 10 years | N/A | N/A | - |
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