FBONX
Price
$37.13
Change
-$0.08 (-0.21%)
Updated
Jul 28 closing price
Net Assets
254.37B
JDVAX
Price
$16.47
Change
-$0.06 (-0.36%)
Updated
Jul 28 closing price
Net Assets
474.78M
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FBONX vs JDVAX

Header iconFBONX vs JDVAX Comparison
Open Charts FBONX vs JDVAXBanner chart's image
American Funds American Balanced 529-F-3
Price$37.13
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets254.37B
JPMorgan Diversified A
Price$16.47
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets474.78M
FBONX vs JDVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. JDVAX (475M). JDVAX pays higher dividends than FBONX: JDVAX (2.36) vs FBONX (2.10). FBONX was incepted earlier than JDVAX: FBONX (5 years) vs JDVAX (22 years). JDVAX (1.26) is less costly to investors than FBONX (0.30). JDVAX is a more actively managed with annual turnover of: 63.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than JDVAX: FBONX (250) vs JDVAX (1000). JDVAX (9.26) and FBONX (9.24) have marching annual gain over last year.
FBONXJDVAXFBONX / JDVAX
Total Expense Ratio0.300.9631%
Annual Report Gross Expense Ratio0.301.2624%
Fund Existence5 years22 years-
Gain YTD8.9717.974112%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B475M53,474%
Annual Yield % from dividends2.102.3689%
Returns for 1 year9.249.26100%
Returns for 3 years33.1621.62153%
Returns for 5 yearsN/A7.52-
Returns for 10 yearsN/A14.00-
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