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FBONX vs JPDVX
FBONX vs JPDVX Comparison
Open Charts FBONX vs JPDVX
American Funds American Balanced 529-F-3
Price$35.00
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
JPMorgan Diversified L
Price$15.76
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets464.38M
FBONX vs JPDVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. JPDVX (464M). FBONX pays higher dividends than JPDVX: FBONX (2.50) vs JPDVX (1.25). FBONX was incepted earlier than JPDVX: FBONX (4 years) vs JPDVX (31 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. JPDVX (94.00). FBONX has a lower initial minimum investment than JPDVX: FBONX (250) vs JPDVX (3000000). FBONX annual gain was more profitable for investors over the last year : 12.59 vs. JPDVX (11.64).
| FBONX | JPDVX | FBONX / JPDVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 31 years | - |
| Gain YTD | 1.952 | 1.481 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 464M | 51,724% |
| Annual Yield % from dividends | 2.50 | 1.25 | 200% |
| Returns for 1 year | 12.59 | 11.64 | 108% |
| Returns for 3 years | 14.84 | 2.69 | 552% |
| Returns for 5 years | N/A | 3.14 | - |
| Returns for 10 years | N/A | 13.95 | - |
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