FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
JDVSX
Price
$16.54
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
470.57M
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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$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JPMorgan Diversified I
Price$16.54
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets470.57M
FBONX vs JDVSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. JDVSX (471M). 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). FBONX (8.16) and JDVSX (8.01) 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 YTD8.2087.438110%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B471M53,503%
Annual Yield % from dividends2.102.5782%
Returns for 1 year8.168.01102%
Returns for 3 years37.3326.59140%
Returns for 5 yearsN/A13.39-
Returns for 10 yearsN/A17.27-
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