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FBAFX vs JBATX
FBAFX vs JBATX Comparison
Open Charts FBAFX vs JBATX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JHancock Balanced R2
Price$30.26
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets5.92B
FBAFX vs JBATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. JBATX (5.92B). 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 annual gain was more profitable for investors over the last year : 8.12 vs. JBATX (7.06).
| 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 | 8.217 | 6.742 | 122% |
| 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 | 1.48 | 140% |
| Returns for 1 year | 8.12 | 7.06 | 115% |
| Returns for 3 years | 37.19 | 39.33 | 95% |
| Returns for 5 years | N/A | 46.98 | - |
| Returns for 10 years | N/A | 79.78 | - |
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