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FBAFX vs JBAWX
FBAFX vs JBAWX Comparison
Open Charts FBAFX vs JBAWX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JHancock Balanced R6
Price$30.29
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets5.92B
FBAFX vs JBAWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. JBAWX (5.92B). 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). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. JBAWX (7.54).
| 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 | 8.217 | 6.959 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.92B | 4,255% |
| Annual Yield % from dividends | 2.06 | 1.94 | 106% |
| Returns for 1 year | 8.12 | 7.54 | 108% |
| Returns for 3 years | 37.19 | 41.13 | 90% |
| Returns for 5 years | N/A | 49.90 | - |
| Returns for 10 years | N/A | 86.46 | - |
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