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FBONX vs JDVCX
FBONX vs JDVCX Comparison
Open Charts FBONX vs JDVCX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JPMorgan Diversified C
Price$15.77
Change-$0.14 (-0.88%)
VolumeN/A
Net Assets467.49M
FBONX vs JDVCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. JDVCX (467M). FBONX pays higher dividends than JDVCX: FBONX (2.18) vs JDVCX (1.81). FBONX was incepted earlier than JDVCX: FBONX (5 years) vs JDVCX (22 years). JDVCX (1.74) is less costly to investors than FBONX (0.30). JDVCX is a more actively managed with annual turnover of: 63.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than JDVCX: FBONX (250) vs JDVCX (1000). FBONX annual gain was more profitable for investors over the last year : 5.58 vs. JDVCX (4.94).
| FBONX | JDVCX | FBONX / JDVCX | |
| Total Expense Ratio | 0.30 | 1.46 | 21% |
| Annual Report Gross Expense Ratio | 0.30 | 1.74 | 17% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 4.568 | 3.850 | 119% |
| Front Load | N/A | N/A | - |
| 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 | 1.81 | 121% |
| Returns for 1 year | 5.58 | 4.94 | 113% |
| Returns for 3 years | 34.82 | 21.97 | 159% |
| Returns for 5 years | N/A | 8.82 | - |
| Returns for 10 years | N/A | 4.51 | - |
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