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FBAFX vs JBAFX
FBAFX vs JBAFX Comparison
Open Charts FBAFX vs JBAFX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JHancock Balanced R4
Price$30.45
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets5.92B
FBAFX vs JBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. JBAFX (5.92B). FBAFX pays higher dividends than JBAFX: FBAFX (2.06) vs JBAFX (1.70). FBAFX was incepted earlier than JBAFX: FBAFX (5 years) vs JBAFX (17 years). JBAFX (0.98) is less costly to investors than FBAFX (0.34). JBAFX is a more actively managed with annual turnover of: 67.00 vs. FBAFX (44.00). JBAFX has a lower initial minimum investment than FBAFX: JBAFX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. JBAFX (7.31).
| FBAFX | JBAFX | FBAFX / JBAFX | |
| Total Expense Ratio | 0.34 | 0.87 | 39% |
| Annual Report Gross Expense Ratio | 0.34 | 0.98 | 35% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 8.217 | 6.827 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.92B | 4,255% |
| Annual Yield % from dividends | 2.06 | 1.70 | 121% |
| Returns for 1 year | 8.12 | 7.31 | 111% |
| Returns for 3 years | 37.19 | 40.23 | 92% |
| Returns for 5 years | N/A | 48.42 | - |
| Returns for 10 years | N/A | 83.22 | - |
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