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FBONX vs JDVSX
FBONX vs JDVSX Comparison
Open Charts FBONX vs JDVSX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
JPMorgan Diversified I
Price$16.16
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets471.59M
FBONX vs JDVSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 247B vs. JDVSX (472M). JDVSX pays higher dividends than FBONX: JDVSX (2.52) vs FBONX (2.18). 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 (5.77) and FBONX (5.58) have marching annual gain over last year.
| FBONX | JDVSX | FBONX / JDVSX | |
| Total Expense Ratio | 0.30 | 0.71 | 42% |
| Annual Report Gross Expense Ratio | 0.30 | 0.97 | 31% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 4.568 | 4.226 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 472M | 52,331% |
| Annual Yield % from dividends | 2.18 | 2.52 | 86% |
| Returns for 1 year | 5.58 | 5.77 | 97% |
| Returns for 3 years | 34.82 | 24.31 | 143% |
| Returns for 5 years | N/A | 12.93 | - |
| Returns for 10 years | N/A | 12.36 | - |
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