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FBONX vs JDVZX
FBONX vs JDVZX Comparison
Open Charts FBONX vs JDVZX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
JPMorgan Diversified R6
Price$15.26
Change+$0.21 (+1.40%)
VolumeN/A
Net Assets436.3M
FBONX vs JDVZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. JDVZX (436M). JDVZX pays higher dividends than FBONX: JDVZX (2.74) vs FBONX (2.26). FBONX was incepted earlier than JDVZX: FBONX (4 years) vs JDVZX (7 years). JDVZX (0.70) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. JDVZX (63.00). 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 : 4.45 vs. JDVZX (3.25).
| FBONX | JDVZX | FBONX / JDVZX | |
| Total Expense Ratio | 0.30 | 0.58 | 52% |
| Annual Report Gross Expense Ratio | 0.30 | 0.70 | 43% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | -1.458 | -2.524 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 436M | 52,064% |
| Annual Yield % from dividends | 2.26 | 2.74 | 82% |
| Returns for 1 year | 4.45 | 3.25 | 137% |
| Returns for 3 years | 16.68 | 6.86 | 243% |
| Returns for 5 years | N/A | 13.95 | - |
| Returns for 10 years | N/A | N/A | - |
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