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FBONX vs JDVCX
FBONX vs JDVCX Comparison
Open Charts FBONX vs JDVCX
American Funds American Balanced 529-F-3
Price$38.36
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
JPMorgan Diversified C
Price$15.28
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets422.32M
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 (2.19) vs JDVCX (2.03). 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 : 14.57 vs. JDVCX (3.38). FBONX return over 5 years is better than : 40.47 vs. JDVCX (-6.24).
| 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 | 2.348 | 1.326 | 177% |
| 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 | 2.19 | 2.03 | 108% |
| Returns for 1 year | 14.57 | 3.38 | 431% |
| Returns for 3 years | 38.94 | 21.05 | 185% |
| Returns for 5 years | 40.47 | -6.24 | -648% |
| Returns for 10 years | N/A | 18.68 | - |
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