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FBONX vs JDVAX
FBONX vs JDVAX Comparison
Open Charts FBONX vs JDVAX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
JPMorgan Diversified A
Price$15.50
Change-$1.40 (-8.28%)
VolumeN/A
Net Assets421.62M
FBONX vs JDVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. JDVAX (422M). JDVAX pays higher dividends than FBONX: JDVAX (2.44) vs FBONX (2.14). 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 : 11.66 vs. JDVAX (1.02). FBONX return over 5 years is better than : 39.41 vs. JDVAX (-5.17).
| 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 | 2.481 | 1.307 | 190% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 422M | 63,981% |
| Annual Yield % from dividends | 2.14 | 2.44 | 88% |
| Returns for 1 year | 11.66 | 1.02 | 1,148% |
| Returns for 3 years | 37.96 | 21.20 | 179% |
| Returns for 5 years | 39.41 | -5.17 | -762% |
| Returns for 10 years | N/A | 25.41 | - |
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