Interact to see
Advertisement
Advertisement
FBONX vs JDVCX
FBONX vs JDVCX Comparison
Open Charts FBONX vs JDVCX
American Funds American Balanced 529-F-3
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JPMorgan Diversified C
Price$16.44
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets479.94M
FBONX vs JDVCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 256B vs. JDVCX (480M). FBONX pays higher dividends than JDVCX: FBONX (2.08) 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 : 8.28 vs. JDVCX (7.62).
| 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 | 9.939 | 8.849 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 480M | 53,333% |
| Annual Yield % from dividends | 2.08 | 1.88 | 111% |
| Returns for 1 year | 8.28 | 7.62 | 109% |
| Returns for 3 years | 31.70 | 19.45 | 163% |
| Returns for 5 years | N/A | 4.97 | - |
| Returns for 10 years | N/A | 10.56 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HEQ | 10.68 | 0.04 | +0.38% |
| John Hancock Diversified Income Fund | |||
| TAFL | 24.15 | 0.02 | +0.10% |
| AB Tax-Aware Long Municipal ETF | |||
| DUKZ | 25.10 | -0.01 | -0.04% |
| Ocean Park Diversified Income ETF | |||
| CGCP | 22.53 | -0.04 | -0.18% |
| Capital Group Core Plus Income ETF | |||
| FDMO | 79.03 | -0.34 | -0.43% |
| Fidelity Momentum Factor ETF | |||