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FBONX vs JDVZX
FBONX vs JDVZX Comparison
Open Charts FBONX vs JDVZX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
JPMorgan Diversified R6
Price$17.03
Change-$0.21 (-1.22%)
VolumeN/A
Net Assets419.51M
FBONX vs JDVZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. JDVZX (420M). JDVZX pays higher dividends than FBONX: JDVZX (2.91) vs FBONX (1.97). FBONX was incepted earlier than JDVZX: FBONX (5 years) vs JDVZX (8 years). JDVZX (0.70) is less costly to investors than FBONX (0.30). JDVZX is a more actively managed with annual turnover of: 83.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than JDVZX: FBONX (250) vs JDVZX (15000000). FBONX annual gain was more profitable for investors over the last year : 10.27 vs. JDVZX (9.66). FBONX return over 5 years is better than : 45.24 vs. JDVZX (6.50).
| FBONX | JDVZX | FBONX / JDVZX | |
| Total Expense Ratio | 0.30 | 0.58 | 52% |
| Annual Report Gross Expense Ratio | 0.30 | 0.70 | 43% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 16.506 | 13.497 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 420M | 64,048% |
| Annual Yield % from dividends | 1.97 | 2.91 | 68% |
| Returns for 1 year | 10.27 | 9.66 | 106% |
| Returns for 3 years | 45.55 | 33.94 | 134% |
| Returns for 5 years | 45.24 | 6.50 | 696% |
| Returns for 10 years | N/A | N/A | - |
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