FBONX
Price
$37.21
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
JDVSX
Price
$16.71
Change
+$0.03 (+0.18%)
Updated
Jul 25 closing price
Net Assets
474.78M
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FBONX vs JDVSX

Header iconFBONX vs JDVSX Comparison
Open Charts FBONX vs JDVSXBanner chart's image
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JPMorgan Diversified I
Price$16.71
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets474.78M
FBONX vs JDVSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. JDVSX (475M). JDVSX pays higher dividends than FBONX: JDVSX (2.57) vs FBONX (2.10). FBONX was incepted earlier than JDVSX: FBONX (5 years) vs JDVSX (24 years). JDVSX (0.97) is less costly to investors than FBONX (0.30). JDVSX is a more actively managed with annual turnover of: 63.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than JDVSX: FBONX (250) vs JDVSX (1000000). JDVSX (11.02) and FBONX (10.59) have marching annual gain over last year.
FBONXJDVSXFBONX / JDVSX
Total Expense Ratio0.300.7142%
Annual Report Gross Expense Ratio0.300.9731%
Fund Existence5 years24 years-
Gain YTD9.2058.542108%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B475M53,474%
Annual Yield % from dividends2.102.5782%
Returns for 1 year10.5911.0296%
Returns for 3 years36.9826.60139%
Returns for 5 yearsN/A10.98-
Returns for 10 yearsN/A18.12-
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