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FBONX vs JDVAX
FBONX vs JDVAX Comparison
Open Charts FBONX vs JDVAX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JPMorgan Diversified A
Price$15.98
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets467.49M
FBONX vs JDVAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. JDVAX (467M). JDVAX pays higher dividends than FBONX: JDVAX (2.30) vs FBONX (2.18). 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). FBONX (5.58) and JDVAX (5.43) have marching annual gain over last year.
| FBONX | JDVAX | FBONX / JDVAX | |
| Total Expense Ratio | 0.30 | 0.96 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 1.26 | 24% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 4.568 | 4.073 | 112% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 467M | 52,248% |
| Annual Yield % from dividends | 2.18 | 2.30 | 95% |
| Returns for 1 year | 5.58 | 5.43 | 103% |
| Returns for 3 years | 34.82 | 23.45 | 148% |
| Returns for 5 years | N/A | 11.43 | - |
| Returns for 10 years | N/A | 9.53 | - |
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