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FBONX vs JDVCX
FBONX vs JDVCX Comparison
Open Charts FBONX vs JDVCX
American Funds American Balanced 529-F-3
Price$37.64
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
JPMorgan Diversified C
Price$15.27
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets421.11M
FBONX vs JDVCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. JDVCX (421M). JDVCX pays higher dividends than FBONX: JDVCX (2.12) vs FBONX (1.93). 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 : 9.42 vs. JDVCX (0.59). FBONX return over 5 years is better than : 38.32 vs. JDVCX (-4.77).
| 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 | 10.852 | 1.803 | 602% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 421M | 63,895% |
| Annual Yield % from dividends | 1.93 | 2.12 | 91% |
| Returns for 1 year | 9.42 | 0.59 | 1,596% |
| Returns for 3 years | 38.77 | 24.59 | 158% |
| Returns for 5 years | 38.32 | -4.77 | -804% |
| Returns for 10 years | N/A | 9.66 | - |
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