FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
JDVAX
Price
$16.37
Change
+$0.05 (+0.31%)
Updated
Jul 3 closing price
Net Assets
470.57M
Interact to see
Advertisement

FBONX vs JDVAX

Header iconFBONX vs JDVAX Comparison
Open Charts FBONX vs JDVAXBanner chart's image
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JPMorgan Diversified A
Price$16.37
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets470.57M
FBONX vs JDVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. JDVAX (471M). 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). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. JDVAX (7.76).
FBONXJDVAXFBONX / JDVAX
Total Expense Ratio0.300.9631%
Annual Report Gross Expense Ratio0.301.2624%
Fund Existence5 years22 years-
Gain YTD8.2087.319112%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B471M53,503%
Annual Yield % from dividends2.102.3689%
Returns for 1 year8.167.76105%
Returns for 3 years37.3325.76145%
Returns for 5 yearsN/A11.90-
Returns for 10 yearsN/A14.33-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
JULZ43.860.20
+0.46%
Trueshares Structured Outcome July ETF
APRW33.440.05
+0.16%
AllianzIM US Large Cap Buffer20 Apr ETF
PDT13.340.01
+0.08%
John Hancock Premium Dividend Fund
FEBU25.75N/A
N/A
AllianzIM U.S. Equity Buffer15 UncFebETF
TLH100.29-0.44
-0.44%
iShares 10-20 Year Treasury Bond ETF