FBONX
Price
$37.21
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
JDVZX
Price
$16.65
Change
+$0.03 (+0.18%)
Updated
Jul 25 closing price
Net Assets
474.78M
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FBONX vs JDVZX

Header iconFBONX vs JDVZX Comparison
Open Charts FBONX vs JDVZXBanner chart's image
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JPMorgan Diversified R6
Price$16.65
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets474.78M
FBONX vs JDVZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. JDVZX (475M). JDVZX pays higher dividends than FBONX: JDVZX (2.70) vs FBONX (2.10). 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: 63.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than JDVZX: FBONX (250) vs JDVZX (15000000). JDVZX annual gain was more profitable for investors over the last year : 11.14 vs. FBONX (10.59).
FBONXJDVZXFBONX / JDVZX
Total Expense Ratio0.300.5852%
Annual Report Gross Expense Ratio0.300.7043%
Fund Existence5 years8 years-
Gain YTD9.2058.645106%
Front LoadN/AN/A-
Min. Initial Investment250150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B475M53,474%
Annual Yield % from dividends2.102.7078%
Returns for 1 year10.5911.1495%
Returns for 3 years36.9826.95137%
Returns for 5 yearsN/A11.48-
Returns for 10 yearsN/AN/A-
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