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FBONX vs JDVSX
FBONX vs JDVSX Comparison
Open Charts FBONX vs JDVSX
American Funds American Balanced 529-F-3
Price$37.81
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
JPMorgan Diversified I
Price$16.90
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets483.42M
FBONX vs JDVSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. JDVSX (483M). JDVSX pays higher dividends than FBONX: JDVSX (2.51) vs FBONX (2.05). 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 annual gain was more profitable for investors over the last year : 10.27 vs. JDVSX (8.84).
| 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 | 11.583 | 9.777 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 483M | 53,623% |
| Annual Yield % from dividends | 2.05 | 2.51 | 81% |
| Returns for 1 year | 10.27 | 8.84 | 116% |
| Returns for 3 years | 42.21 | 30.10 | 140% |
| Returns for 5 years | N/A | 8.45 | - |
| Returns for 10 years | N/A | 24.75 | - |
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