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FBAFX vs JBAWX
FBAFX vs JBAWX Comparison
Open Charts FBAFX vs JBAWX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JHancock Balanced R6
Price$30.55
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets5.96B
FBAFX vs JBAWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. JBAWX (5.96B). FBAFX pays higher dividends than JBAWX: FBAFX (2.06) vs JBAWX (1.94). 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). JBAWX (10.78) and FBAFX (10.54) have marching annual gain over last year.
| 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 | 9.185 | 7.878 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 5.96B | 4,261% |
| Annual Yield % from dividends | 2.06 | 1.94 | 106% |
| Returns for 1 year | 10.54 | 10.78 | 98% |
| Returns for 3 years | 36.84 | 40.11 | 92% |
| Returns for 5 years | N/A | 47.60 | - |
| Returns for 10 years | N/A | 87.06 | - |
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