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FBONX vs JDVCX
FBONX vs JDVCX Comparison
Open Charts FBONX vs JDVCX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JPMorgan Diversified C
Price$16.32
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets474.78M
FBONX vs JDVCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. JDVCX (475M). 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 (10.59) and JDVCX (10.15) have marching annual gain over last year.
| 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 | 9.205 | 8.055 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 475M | 53,474% |
| Annual Yield % from dividends | 2.10 | 1.88 | 111% |
| Returns for 1 year | 10.59 | 10.15 | 104% |
| Returns for 3 years | 36.98 | 23.98 | 154% |
| Returns for 5 years | N/A | 6.99 | - |
| Returns for 10 years | N/A | 9.76 | - |
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