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FBONX vs JPDVX
FBONX vs JPDVX Comparison
Open Charts FBONX vs JPDVX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JPMorgan Diversified L
Price$16.65
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets474.78M
FBONX vs JPDVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. JPDVX (475M). JPDVX pays higher dividends than FBONX: JPDVX (2.64) vs FBONX (2.10). FBONX was incepted earlier than JPDVX: FBONX (5 years) vs JPDVX (32 years). JPDVX (0.80) is less costly to investors than FBONX (0.30). JPDVX is a more actively managed with annual turnover of: 63.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than JPDVX: FBONX (250) vs JPDVX (3000000). JPDVX (10.99) and FBONX (10.59) have marching annual gain over last year.
| FBONX | JPDVX | FBONX / JPDVX | |
| Total Expense Ratio | 0.30 | 0.65 | 46% |
| Annual Report Gross Expense Ratio | 0.30 | 0.80 | 37% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 9.205 | 8.537 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 475M | 53,474% |
| Annual Yield % from dividends | 2.10 | 2.64 | 80% |
| Returns for 1 year | 10.59 | 10.99 | 96% |
| Returns for 3 years | 36.98 | 26.71 | 138% |
| Returns for 5 years | N/A | 11.08 | - |
| Returns for 10 years | N/A | 19.10 | - |
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