FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
JPDVX
Price
$16.49
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
470.57M
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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$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.
FBONXJPDVXFBONX / JPDVX
Total Expense Ratio0.300.6546%
Annual Report Gross Expense Ratio0.300.8037%
Fund Existence5 years32 years-
Gain YTD8.2087.494110%
Front LoadN/AN/A-
Min. Initial Investment25030000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B471M53,503%
Annual Yield % from dividends2.102.6480%
Returns for 1 year8.168.03102%
Returns for 3 years37.3326.78139%
Returns for 5 yearsN/A13.57-
Returns for 10 yearsN/A18.31-
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