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FBONX vs JPDVX
FBONX vs JPDVX Comparison
Open Charts FBONX vs JPDVX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
JPMorgan Diversified L
Price$15.64
Change-$1.39 (-8.16%)
VolumeN/A
Net Assets421.62M
FBONX vs JPDVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. JPDVX (422M). JPDVX pays higher dividends than FBONX: JPDVX (2.70) vs FBONX (2.14). FBONX was incepted earlier than JPDVX: FBONX (5 years) vs JPDVX (32 years). JPDVX (0.85) is less costly to investors than FBONX (0.30). JPDVX is a more actively managed with annual turnover of: 83.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than JPDVX: FBONX (250) vs JPDVX (3000000). FBONX annual gain was more profitable for investors over the last year : 11.66 vs. JPDVX (1.45). FBONX return over 5 years is better than : 39.41 vs. JPDVX (-3.71).
| FBONX | JPDVX | FBONX / JPDVX | |
| Total Expense Ratio | 0.30 | 0.65 | 46% |
| Annual Report Gross Expense Ratio | 0.30 | 0.85 | 35% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 2.481 | 1.361 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 422M | 63,981% |
| Annual Yield % from dividends | 2.14 | 2.70 | 79% |
| Returns for 1 year | 11.66 | 1.45 | 806% |
| Returns for 3 years | 37.96 | 22.54 | 168% |
| Returns for 5 years | 39.41 | -3.71 | -1,061% |
| Returns for 10 years | N/A | 30.03 | - |
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