FBONX
Price
$33.48
Change
-$0.88 (-2.56%)
Updated
Apr 3 closing price
Net Assets
235.03B
JDVZX
Price
$15.22
Change
-$0.40 (-2.56%)
Updated
Apr 3 closing price
Net Assets
456.36M
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FBONX vs JDVZX

Header iconFBONX vs JDVZX Comparison
Open Charts FBONX vs JDVZXBanner chart's image
American Funds American Balanced 529-F-3
Price$33.48
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
JPMorgan Diversified R6
Price$15.22
Change-$0.40 (-2.56%)
VolumeN/A
Net Assets456.36M
FBONX vs JDVZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 235B vs. JDVZX (456M). 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). JDVZX annual gain was more profitable for investors over the last year : 2.03 vs. FBONX (1.65).
FBONXJDVZXFBONX / JDVZX
Total Expense Ratio0.300.5852%
Annual Report Gross Expense Ratio0.300.7043%
Fund Existence4 years7 years-
Gain YTD-2.102-1.423148%
Front LoadN/AN/A-
Min. Initial Investment250150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets235B456M51,535%
Annual Yield % from dividends2.262.7482%
Returns for 1 year1.652.0381%
Returns for 3 years11.283.18355%
Returns for 5 yearsN/A25.45-
Returns for 10 yearsN/AN/A-
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