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FBAFX vs JBATX
FBAFX vs JBATX Comparison
Open Charts FBAFX vs JBATX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JHancock Balanced R2
Price$30.50
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets5.96B
FBAFX vs JBATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. JBATX (5.96B). FBAFX pays higher dividends than JBATX: FBAFX (2.06) vs JBATX (1.48). FBAFX was incepted earlier than JBATX: FBAFX (5 years) vs JBATX (13 years). JBATX (1.13) is less costly to investors than FBAFX (0.34). JBATX is a more actively managed with annual turnover of: 67.00 vs. FBAFX (44.00). JBATX has a lower initial minimum investment than FBAFX: JBATX (0) vs FBAFX (250). FBAFX (10.54) and JBATX (10.21) have marching annual gain over last year.
| FBAFX | JBATX | FBAFX / JBATX | |
| Total Expense Ratio | 0.34 | 1.12 | 30% |
| Annual Report Gross Expense Ratio | 0.34 | 1.13 | 30% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 9.185 | 7.588 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 5.96B | 4,261% |
| Annual Yield % from dividends | 2.06 | 1.48 | 140% |
| Returns for 1 year | 10.54 | 10.21 | 103% |
| Returns for 3 years | 36.84 | 38.29 | 96% |
| Returns for 5 years | N/A | 44.63 | - |
| Returns for 10 years | N/A | 80.34 | - |
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