Interact to see
Advertisement
Advertisement
FBONX vs JDVZX
FBONX vs JDVZX Comparison
Open Charts FBONX vs JDVZX
American Funds American Balanced 529-F-3
Price$37.07
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets253.12B
JPMorgan Diversified R6
Price$16.57
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets472.24M
FBONX vs JDVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 253B vs. JDVZX (472M). JDVZX pays higher dividends than FBONX: JDVZX (2.70) vs FBONX (2.08). 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 (11.65) and FBONX (11.14) 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 | 8.795 | 7.731 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 472M | 53,602% |
| Annual Yield % from dividends | 2.08 | 2.70 | 77% |
| Returns for 1 year | 11.14 | 11.65 | 96% |
| Returns for 3 years | 33.44 | 22.78 | 147% |
| Returns for 5 years | N/A | 7.89 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EFAS | 18.59 | 0.18 | +0.95% |
| Global X MSCI SuperDividend® EAFE ETF | |||
| RBIL | 50.13 | 0.01 | +0.02% |
| F/m Ultrshrt Trs Infl-Protd Sec TIPS ETF | |||
| DMBS | 49.17 | -0.01 | -0.02% |
| DoubleLine Mortgage ETF | |||
| EAGG | 47.54 | -0.03 | -0.06% |
| iShares ESG U.S. Aggregate Bond ETF | |||
| ERTH | 43.36 | -0.07 | -0.17% |
| Invesco MSCI Sustainable Future ETF | |||