Interact to see
Advertisement
Advertisement
FBAFX vs JBAFX
FBAFX vs JBAFX Comparison
Open Charts FBAFX vs JBAFX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JHancock Balanced R4
Price$29.65
Change-$0.24 (-0.80%)
VolumeN/A
Net Assets5.75B
FBAFX vs JBAFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. JBAFX (5.75B). FBAFX pays higher dividends than JBAFX: FBAFX (2.14) vs JBAFX (1.71). 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 : 5.57 vs. JBAFX (5.03).
| 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 | 4.578 | 3.515 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.75B | 4,246% |
| Annual Yield % from dividends | 2.14 | 1.71 | 125% |
| Returns for 1 year | 5.57 | 5.03 | 111% |
| Returns for 3 years | 34.68 | 37.71 | 92% |
| Returns for 5 years | N/A | 47.13 | - |
| Returns for 10 years | N/A | 74.67 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement