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FBONX vs JDVZX
FBONX vs JDVZX Comparison
Open Charts FBONX vs JDVZX
American Funds American Balanced 529-F-3
Price$36.51
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
JPMorgan Diversified R6
Price$16.49
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets467.84M
FBONX vs JDVZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 250B vs. JDVZX (468M). JDVZX pays higher dividends than FBONX: JDVZX (2.66) vs FBONX (2.18). FBONX was incepted earlier than JDVZX: FBONX (5 years) vs JDVZX (8 years). JDVZX (0.70) is less costly to investors than FBONX (0.30). JDVZX is a more actively managed with annual turnover of: 63.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than JDVZX: FBONX (250) vs JDVZX (15000000). JDVZX (8.15) and FBONX (7.91) have marching annual gain over last year.
| FBONX | JDVZX | FBONX / JDVZX | |
| Total Expense Ratio | 0.30 | 0.58 | 52% |
| Annual Report Gross Expense Ratio | 0.30 | 0.70 | 43% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 7.151 | 6.802 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 468M | 53,419% |
| Annual Yield % from dividends | 2.18 | 2.66 | 82% |
| Returns for 1 year | 7.91 | 8.15 | 97% |
| Returns for 3 years | 36.32 | 25.50 | 142% |
| Returns for 5 years | N/A | 16.12 | - |
| Returns for 10 years | N/A | N/A | - |
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