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FBAFX vs JBAVX
FBAFX vs JBAVX Comparison
Open Charts FBAFX vs JBAVX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JHancock Balanced R5
Price$30.64
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets5.96B
FBAFX vs JBAVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. JBAVX (5.96B). FBAFX pays higher dividends than JBAVX: FBAFX (2.06) vs JBAVX (1.89). FBAFX was incepted earlier than JBAVX: FBAFX (5 years) vs JBAVX (17 years). JBAVX (0.68) is less costly to investors than FBAFX (0.34). JBAVX is a more actively managed with annual turnover of: 67.00 vs. FBAFX (44.00). JBAVX has a lower initial minimum investment than FBAFX: JBAVX (0) vs FBAFX (250). JBAVX (10.73) and FBAFX (10.54) have marching annual gain over last year.
| FBAFX | JBAVX | FBAFX / JBAVX | |
| Total Expense Ratio | 0.34 | 0.67 | 51% |
| Annual Report Gross Expense Ratio | 0.34 | 0.68 | 50% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 9.185 | 7.826 | 117% |
| 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 | 1.89 | 109% |
| Returns for 1 year | 10.54 | 10.73 | 98% |
| Returns for 3 years | 36.84 | 39.95 | 92% |
| Returns for 5 years | N/A | 47.30 | - |
| Returns for 10 years | N/A | 86.42 | - |