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FBONX vs JDVCX
FBONX vs JDVCX Comparison
Open Charts FBONX vs JDVCX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
JPMorgan Diversified C
Price$15.28
Change-$1.41 (-8.45%)
VolumeN/A
Net Assets421.62M
FBONX vs JDVCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. JDVCX (422M). FBONX pays higher dividends than JDVCX: FBONX (2.14) vs JDVCX (2.00). FBONX was incepted earlier than JDVCX: FBONX (5 years) vs JDVCX (23 years). JDVCX (1.79) is less costly to investors than FBONX (0.30). JDVCX is a more actively managed with annual turnover of: 83.00 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 : 11.66 vs. JDVCX (0.39). FBONX return over 5 years is better than : 39.41 vs. JDVCX (-7.42).
| FBONX | JDVCX | FBONX / JDVCX | |
| Total Expense Ratio | 0.30 | 1.46 | 21% |
| Annual Report Gross Expense Ratio | 0.30 | 1.79 | 17% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 2.481 | 1.326 | 187% |
| Front Load | N/A | N/A | - |
| 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 | 2.00 | 107% |
| Returns for 1 year | 11.66 | 0.39 | 3,007% |
| Returns for 3 years | 37.96 | 19.25 | 197% |
| Returns for 5 years | 39.41 | -7.42 | -531% |
| Returns for 10 years | N/A | 19.34 | - |
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