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FBONX vs JDVSX
FBONX vs JDVSX Comparison
Open Charts FBONX vs JDVSX
American Funds American Balanced 529-F-3
Price$37.68
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
JPMorgan Diversified I
Price$15.71
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets421.11M
FBONX vs JDVSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. JDVSX (421M). JDVSX pays higher dividends than FBONX: JDVSX (2.77) vs FBONX (1.93). 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 : 9.38 vs. JDVSX (1.60). FBONX return over 5 years is better than : 38.47 vs. JDVSX (-0.98).
| 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 | 10.969 | 2.920 | 376% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 421M | 63,895% |
| Annual Yield % from dividends | 1.93 | 2.77 | 70% |
| Returns for 1 year | 9.38 | 1.60 | 585% |
| Returns for 3 years | 39.16 | 28.13 | 139% |
| Returns for 5 years | 38.47 | -0.98 | -3,923% |
| Returns for 10 years | N/A | 17.98 | - |
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