Interact to see
Advertisement
Advertisement
FBONX vs JPDVX
FBONX vs JPDVX Comparison
Open Charts FBONX vs JPDVX
American Funds American Balanced 529-F-3
Price$37.68
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
JPMorgan Diversified L
Price$15.66
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets421.11M
FBONX vs JPDVX 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. JPDVX (421M). JPDVX pays higher dividends than FBONX: JPDVX (2.84) vs FBONX (1.93). 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: 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 : 9.38 vs. JPDVX (1.60). FBONX return over 5 years is better than : 38.47 vs. JPDVX (-0.86).
| 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 | 10.969 | 2.975 | 369% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 421M | 63,895% |
| Annual Yield % from dividends | 1.93 | 2.84 | 68% |
| Returns for 1 year | 9.38 | 1.60 | 585% |
| Returns for 3 years | 39.16 | 28.34 | 138% |
| Returns for 5 years | 38.47 | -0.86 | -4,483% |
| Returns for 10 years | N/A | 18.99 | - |
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 % |
| TVRFX | 80.29 | 0.13 | +0.16% |
| Thornburg Small/Mid Cap Core R3 | |||
| HILGX | 11.73 | 0.01 | +0.09% |
| Hennessy Cornerstone Large Growth Instl | |||
| CLRYX | 23.37 | 0.02 | +0.09% |
| Columbia Large Cap Growth Opp Inst3 | |||
| JANWX | 122.60 | 0.09 | +0.07% |
| Janus Henderson Global Research D | |||
| AICFX | 62.97 | 0.03 | +0.05% |
| American Funds Invmt Co of Amer F1 | |||