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FBONX vs JBAFX
FBONX vs JBAFX Comparison
Open Charts FBONX vs JBAFX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JHancock Balanced R4
Price$30.45
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets5.92B
FBONX vs JBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. JBAFX (5.92B). FBONX pays higher dividends than JBAFX: FBONX (2.10) vs JBAFX (1.70). FBONX was incepted earlier than JBAFX: FBONX (5 years) vs JBAFX (17 years). JBAFX (0.98) is less costly to investors than FBONX (0.30). JBAFX is a more actively managed with annual turnover of: 67.00 vs. FBONX (44.00). JBAFX has a lower initial minimum investment than FBONX: JBAFX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. JBAFX (7.31).
| FBONX | JBAFX | FBONX / JBAFX | |
| Total Expense Ratio | 0.30 | 0.87 | 34% |
| Annual Report Gross Expense Ratio | 0.30 | 0.98 | 31% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 8.208 | 6.827 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.92B | 4,255% |
| Annual Yield % from dividends | 2.10 | 1.70 | 124% |
| Returns for 1 year | 8.16 | 7.31 | 112% |
| Returns for 3 years | 37.33 | 40.23 | 93% |
| Returns for 5 years | N/A | 48.42 | - |
| Returns for 10 years | N/A | 83.22 | - |
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