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FBONX vs JDVZX
FBONX vs JDVZX Comparison
Open Charts FBONX vs JDVZX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JPMorgan Diversified R6
Price$16.48
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets470.57M
FBONX vs JDVZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. JDVZX (471M). 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). FBONX (8.16) and JDVZX (8.11) have marching annual gain over last year.
| 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 | 8.208 | 7.535 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 471M | 53,503% |
| Annual Yield % from dividends | 2.10 | 2.70 | 78% |
| Returns for 1 year | 8.16 | 8.11 | 101% |
| Returns for 3 years | 37.33 | 26.94 | 139% |
| Returns for 5 years | N/A | 13.84 | - |
| Returns for 10 years | N/A | N/A | - |
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