Interact to see
Advertisement
Advertisement
FBONX vs JDVZX
FBONX vs JDVZX Comparison
Open Charts FBONX vs JDVZX
American Funds American Balanced 529-F-3
Price$39.76
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
JPMorgan Diversified R6
Price$17.16
Change-$0.12 (-0.69%)
VolumeN/A
Net Assets420.32M
FBONX vs JDVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. JDVZX (420M). JDVZX pays higher dividends than FBONX: JDVZX (2.90) vs FBONX (1.93). 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 : 10.92 vs. JDVZX (7.98). FBONX return over 5 years is better than : 44.69 vs. JDVZX (3.48).
| 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 | 18.538 | 13.761 | 135% |
| 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 | 1.93 | 2.90 | 67% |
| Returns for 1 year | 10.92 | 7.98 | 137% |
| Returns for 3 years | 45.83 | 32.42 | 141% |
| Returns for 5 years | 44.69 | 3.48 | 1,285% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AISBX | 13.54 | 0.11 | +0.82% |
| Aristotle Small Cap Eq C | |||
| EILVX | 26.92 | 0.21 | +0.79% |
| Eaton Vance Large-Cap Value I | |||
| RAMHX | 39.98 | 0.08 | +0.20% |
| American Funds American Balanced R2E | |||
| VZGRX | 65.53 | -0.09 | -0.14% |
| Virtus Zevenbergen Innovative Gr Stk R6 | |||
| GCIAX | 17.64 | -1.05 | -5.62% |
| Goldman Sachs Intl Eq Insghts A | |||