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FBONX vs JDVZX
FBONX vs JDVZX Comparison
Open Charts FBONX vs JDVZX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
JPMorgan Diversified R6
Price$15.63
Change-$1.39 (-8.17%)
VolumeN/A
Net Assets423.78M
FBONX vs JDVZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. JDVZX (424M). JDVZX pays higher dividends than FBONX: JDVZX (2.77) vs FBONX (2.14). FBONX was incepted earlier than JDVZX: FBONX (5 years) vs JDVZX (8 years). JDVZX (0.75) 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 : 11.66 vs. JDVZX (1.45). FBONX return over 5 years is better than : 39.41 vs. JDVZX (-3.43).
| FBONX | JDVZX | FBONX / JDVZX | |
| Total Expense Ratio | 0.30 | 0.58 | 52% |
| Annual Report Gross Expense Ratio | 0.30 | 0.75 | 40% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 2.481 | 1.362 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 424M | 63,679% |
| Annual Yield % from dividends | 2.14 | 2.77 | 77% |
| Returns for 1 year | 11.66 | 1.45 | 802% |
| Returns for 3 years | 37.96 | 22.73 | 167% |
| Returns for 5 years | 39.41 | -3.43 | -1,148% |
| Returns for 10 years | N/A | N/A | - |
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