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FBAFX vs JBAWX
FBAFX vs JBAWX Comparison
Open Charts FBAFX vs JBAWX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JHancock Balanced R6
Price$29.51
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
FBAFX vs JBAWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. JBAWX (5.75B). FBAFX pays higher dividends than JBAWX: FBAFX (2.14) vs JBAWX (1.96). FBAFX was incepted earlier than JBAWX: FBAFX (5 years) vs JBAWX (14 years). JBAWX (0.63) is less costly to investors than FBAFX (0.34). JBAWX is a more actively managed with annual turnover of: 67.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than JBAWX: FBAFX (250) vs JBAWX (1000000). FBAFX annual gain was more profitable for investors over the last year : 5.57 vs. JBAWX (5.28).
| FBAFX | JBAWX | FBAFX / JBAWX | |
| Total Expense Ratio | 0.34 | 0.62 | 55% |
| Annual Report Gross Expense Ratio | 0.34 | 0.63 | 54% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 4.578 | 3.634 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.75B | 4,246% |
| Annual Yield % from dividends | 2.14 | 1.96 | 109% |
| Returns for 1 year | 5.57 | 5.28 | 106% |
| Returns for 3 years | 34.68 | 38.51 | 90% |
| Returns for 5 years | N/A | 48.57 | - |
| Returns for 10 years | N/A | 77.67 | - |
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