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FBONX vs JDVZX
FBONX vs JDVZX Comparison
Open Charts FBONX vs JDVZX
American Funds American Balanced 529-F-3
Price$35.40
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
JPMorgan Diversified R6
Price$16.01
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets467.15M
FBONX vs JDVZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 241B vs. JDVZX (467M). 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 annual gain was more profitable for investors over the last year : 12.39 vs. JDVZX (11.42).
| 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 | 3.117 | 3.157 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 467M | 51,606% |
| Annual Yield % from dividends | 2.50 | 1.32 | 189% |
| Returns for 1 year | 12.39 | 11.42 | 109% |
| Returns for 3 years | 17.23 | 5.60 | 308% |
| Returns for 5 years | N/A | 7.36 | - |
| Returns for 10 years | N/A | N/A | - |
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