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FBONX vs JDVCX
FBONX vs JDVCX Comparison
Open Charts FBONX vs JDVCX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JPMorgan Diversified C
Price$16.17
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets470.57M
FBONX vs JDVCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. JDVCX (471M). FBONX pays higher dividends than JDVCX: FBONX (2.10) vs JDVCX (1.88). 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 : 8.16 vs. JDVCX (7.16).
| 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 | 8.208 | 7.062 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 471M | 53,503% |
| Annual Yield % from dividends | 2.10 | 1.88 | 111% |
| Returns for 1 year | 8.16 | 7.16 | 114% |
| Returns for 3 years | 37.33 | 24.12 | 155% |
| Returns for 5 years | N/A | 9.35 | - |
| Returns for 10 years | N/A | 9.01 | - |
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