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FBONX vs JDVSX
FBONX vs JDVSX Comparison
Open Charts FBONX vs JDVSX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
JPMorgan Diversified I
Price$15.69
Change-$1.39 (-8.14%)
VolumeN/A
Net Assets421.62M
FBONX vs JDVSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. JDVSX (422M). JDVSX pays higher dividends than FBONX: JDVSX (2.64) vs FBONX (2.14). FBONX was incepted earlier than JDVSX: FBONX (5 years) vs JDVSX (24 years). JDVSX (1.01) is less costly to investors than FBONX (0.30). JDVSX is a more actively managed with annual turnover of: 83.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than JDVSX: FBONX (250) vs JDVSX (1000000). FBONX annual gain was more profitable for investors over the last year : 11.66 vs. JDVSX (1.38). FBONX return over 5 years is better than : 39.41 vs. JDVSX (-3.88).
| FBONX | JDVSX | FBONX / JDVSX | |
| Total Expense Ratio | 0.30 | 0.71 | 42% |
| Annual Report Gross Expense Ratio | 0.30 | 1.01 | 30% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 2.481 | 1.357 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 422M | 63,981% |
| Annual Yield % from dividends | 2.14 | 2.64 | 81% |
| Returns for 1 year | 11.66 | 1.38 | 844% |
| Returns for 3 years | 37.96 | 22.34 | 170% |
| Returns for 5 years | 39.41 | -3.88 | -1,016% |
| Returns for 10 years | N/A | 28.93 | - |
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