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FBONX vs JPDVX
FBONX vs JPDVX Comparison
Open Charts FBONX vs JPDVX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
JPMorgan Diversified L
Price$16.27
Change-$0.06 (-0.37%)
VolumeN/A
CapitalizationN/A
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FBONX vs JPDVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. JPDVX (487M). 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 : 24.74 vs. JPDVX (23.36).
| 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 | 14.251 | 12.042 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 487M | 48,460% |
| Annual Yield % from dividends | 2.50 | 1.25 | 200% |
| Returns for 1 year | 24.74 | 23.36 | 106% |
| Returns for 3 years | 17.33 | -9.88 | -175% |
| Returns for 5 years | N/A | 5.27 | - |
| Returns for 10 years | N/A | 12.22 | - |
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