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FBONX vs JDVAX
FBONX vs JDVAX Comparison
Open Charts FBONX vs JDVAX
American Funds American Balanced 529-F-3
Price$37.13
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.
| 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 | 8.971 | 7.974 | 112% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 475M | 53,474% |
| Annual Yield % from dividends | 2.10 | 2.36 | 89% |
| Returns for 1 year | 9.24 | 9.26 | 100% |
| Returns for 3 years | 33.16 | 21.62 | 153% |
| Returns for 5 years | N/A | 7.52 | - |
| Returns for 10 years | N/A | 14.00 | - |
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