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FBONX vs JPDVX
FBONX vs JPDVX Comparison
Open Charts FBONX vs JPDVX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JPMorgan Diversified L
Price$16.49
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets470.57M
FBONX vs JPDVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. JPDVX (471M). 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). FBONX (8.16) and JPDVX (8.03) 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 | 8.208 | 7.494 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 471M | 53,503% |
| Annual Yield % from dividends | 2.10 | 2.64 | 80% |
| Returns for 1 year | 8.16 | 8.03 | 102% |
| Returns for 3 years | 37.33 | 26.78 | 139% |
| Returns for 5 years | N/A | 13.57 | - |
| Returns for 10 years | N/A | 18.31 | - |