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FBONX vs JBAFX
FBONX vs JBAFX Comparison
Open Charts FBONX vs JBAFX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JHancock Balanced R4
Price$30.70
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets5.96B
FBONX vs JBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. JBAFX (5.96B). 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 (10.59) and JBAFX (10.49) have marching annual gain over last year.
| 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 | 9.205 | 7.705 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 5.96B | 4,261% |
| Annual Yield % from dividends | 2.10 | 1.70 | 124% |
| Returns for 1 year | 10.59 | 10.49 | 101% |
| Returns for 3 years | 36.98 | 39.23 | 94% |
| Returns for 5 years | N/A | 46.10 | - |
| Returns for 10 years | N/A | 83.75 | - |
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