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FBONX vs JPDVX
FBONX vs JPDVX Comparison
Open Charts FBONX vs JPDVX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JPMorgan Diversified L
Price$16.11
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets467.49M
FBONX vs JPDVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. JPDVX (467M). JPDVX pays higher dividends than FBONX: JPDVX (2.59) vs FBONX (2.18). 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 (5.78) and FBONX (5.58) 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 | 4.568 | 4.255 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 467M | 52,248% |
| Annual Yield % from dividends | 2.18 | 2.59 | 84% |
| Returns for 1 year | 5.58 | 5.78 | 97% |
| Returns for 3 years | 34.82 | 24.47 | 142% |
| Returns for 5 years | N/A | 13.11 | - |
| Returns for 10 years | N/A | 13.36 | - |
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