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FBAFX vs JCAVX
FBAFX vs JCAVX Comparison
Open Charts FBAFX vs JCAVX
American Funds American Balanced 529-F-2
Price$38.02
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
JHFunds2 Capital Appreciation Value NAV
Price$9.86
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets1.14B
FBAFX vs JCAVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 259B vs. JCAVX (1.14B). JCAVX pays higher dividends than FBAFX: JCAVX (2.12) vs FBAFX (2.01). FBAFX was incepted earlier than JCAVX: FBAFX (5 years) vs JCAVX (15 years). JCAVX (0.88) is less costly to investors than FBAFX (0.34). JCAVX is a more actively managed with annual turnover of: 74.00 vs. FBAFX (44.00). JCAVX has a lower initial minimum investment than FBAFX: JCAVX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 10.23 vs. JCAVX (0.25).
| FBAFX | JCAVX | FBAFX / JCAVX | |
| Total Expense Ratio | 0.34 | 0.87 | 39% |
| Annual Report Gross Expense Ratio | 0.34 | 0.88 | 39% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 11.562 | 8.990 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 1.14B | 22,819% |
| Annual Yield % from dividends | 2.01 | 2.12 | 95% |
| Returns for 1 year | 10.23 | 0.25 | 4,046% |
| Returns for 3 years | 42.07 | 12.23 | 344% |
| Returns for 5 years | N/A | -9.89 | - |
| Returns for 10 years | N/A | -1.38 | - |
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