FBONX
Price
$37.21
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
JPDVX
Price
$16.65
Change
+$0.02 (+0.12%)
Updated
Jul 25 closing price
Net Assets
474.78M
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FBONX vs JPDVX

Header iconFBONX vs JPDVX Comparison
Open Charts FBONX vs JPDVXBanner chart's image
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.
FBONXJPDVXFBONX / JPDVX
Total Expense Ratio0.300.6546%
Annual Report Gross Expense Ratio0.300.8037%
Fund Existence5 years32 years-
Gain YTD9.2058.537108%
Front LoadN/AN/A-
Min. Initial Investment25030000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B475M53,474%
Annual Yield % from dividends2.102.6480%
Returns for 1 year10.5910.9996%
Returns for 3 years36.9826.71138%
Returns for 5 yearsN/A11.08-
Returns for 10 yearsN/A19.10-
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