FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
JDVCX
Price
$16.17
Change
+$0.05 (+0.31%)
Updated
Jul 3 closing price
Net Assets
470.57M
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FBONX vs JDVCX

Header iconFBONX vs JDVCX Comparison
Open Charts FBONX vs JDVCXBanner chart's image
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).
FBONXJDVCXFBONX / JDVCX
Total Expense Ratio0.301.4621%
Annual Report Gross Expense Ratio0.301.7417%
Fund Existence5 years22 years-
Gain YTD8.2087.062116%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B471M53,503%
Annual Yield % from dividends2.101.88111%
Returns for 1 year8.167.16114%
Returns for 3 years37.3324.12155%
Returns for 5 yearsN/A9.35-
Returns for 10 yearsN/A9.01-
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