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FBONX vs JDVZX
FBONX vs JDVZX Comparison
Open Charts FBONX vs JDVZX
American Funds American Balanced 529-F-3
Price$38.39
Change+$0.33 (+0.87%)
VolumeN/A
Net Assets269.72B
JPMorgan Diversified R6
Price$15.68
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets424.6M
FBONX vs JDVZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. JDVZX (425M). JDVZX pays higher dividends than FBONX: JDVZX (2.81) vs FBONX (2.19). 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 : 13.76 vs. JDVZX (3.67). FBONX return over 5 years is better than : 40.07 vs. JDVZX (-2.41).
| 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 | 2.428 | 1.686 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 425M | 63,529% |
| Annual Yield % from dividends | 2.19 | 2.81 | 78% |
| Returns for 1 year | 13.76 | 3.67 | 375% |
| Returns for 3 years | 41.28 | 27.51 | 150% |
| Returns for 5 years | 40.07 | -2.41 | -1,663% |
| Returns for 10 years | N/A | N/A | - |
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