Interact to see
Advertisement
Advertisement
FBAFX vs JBATX
FBAFX vs JBATX Comparison
Open Charts FBAFX vs JBATX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JHancock Balanced R2
Price$29.45
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
FBAFX vs JBATX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. JBATX (5.75B). FBAFX pays higher dividends than JBATX: FBAFX (2.14) 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 annual gain was more profitable for investors over the last year : 5.57 vs. JBATX (4.77).
| 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 | 4.578 | 3.438 | 133% |
| 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 | 1.48 | 145% |
| Returns for 1 year | 5.57 | 4.77 | 117% |
| Returns for 3 years | 34.68 | 36.87 | 94% |
| Returns for 5 years | N/A | 45.69 | - |
| Returns for 10 years | N/A | 71.45 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement