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FBONX vs JBAFX
FBONX vs JBAFX Comparison
Open Charts FBONX vs JBAFX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JHancock Balanced R4
Price$29.65
Change-$0.24 (-0.80%)
VolumeN/A
Net Assets5.75B
FBONX vs JBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. JBAFX (5.75B). FBONX pays higher dividends than JBAFX: FBONX (2.18) vs JBAFX (1.71). 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 : 5.58 vs. JBAFX (5.03).
| 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 | 4.568 | 3.515 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.75B | 4,246% |
| Annual Yield % from dividends | 2.18 | 1.71 | 128% |
| Returns for 1 year | 5.58 | 5.03 | 111% |
| Returns for 3 years | 34.82 | 37.71 | 92% |
| Returns for 5 years | N/A | 47.13 | - |
| Returns for 10 years | N/A | 74.67 | - |
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