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FBONX vs JDVAX
FBONX vs JDVAX Comparison
Open Charts FBONX vs JDVAX
American Funds American Balanced 529-F-3
Price$37.68
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
JPMorgan Diversified A
Price$15.51
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets421.42M
FBONX vs JDVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. JDVAX (421M). JDVAX pays higher dividends than FBONX: JDVAX (2.57) vs FBONX (1.93). FBONX was incepted earlier than JDVAX: FBONX (5 years) vs JDVAX (23 years). JDVAX (1.29) is less costly to investors than FBONX (0.30). JDVAX is a more actively managed with annual turnover of: 83.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than JDVAX: FBONX (250) vs JDVAX (1000). FBONX annual gain was more profitable for investors over the last year : 9.38 vs. JDVAX (1.17). FBONX return over 5 years is better than : 38.47 vs. JDVAX (-2.35).
| FBONX | JDVAX | FBONX / JDVAX | |
| Total Expense Ratio | 0.30 | 0.96 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 1.29 | 23% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 10.969 | 2.496 | 439% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 421M | 63,895% |
| Annual Yield % from dividends | 1.93 | 2.57 | 75% |
| Returns for 1 year | 9.38 | 1.17 | 801% |
| Returns for 3 years | 39.16 | 26.98 | 145% |
| Returns for 5 years | 38.47 | -2.35 | -1,638% |
| Returns for 10 years | N/A | 14.81 | - |
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