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FBONX vs JBATX
FBONX vs JBATX Comparison
Open Charts FBONX vs JBATX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JHancock Balanced R2
Price$32.75
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets6.36B
FBONX vs JBATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. JBATX (6.37B). FBONX pays higher dividends than JBATX: FBONX (1.93) vs JBATX (1.37). FBONX was incepted earlier than JBATX: FBONX (5 years) vs JBATX (14 years). JBATX (1.13) is less costly to investors than FBONX (0.30). JBATX is a more actively managed with annual turnover of: 67.00 vs. FBONX (44.00). JBATX has a lower initial minimum investment than FBONX: JBATX (0) vs FBONX (250). JBATX annual gain was more profitable for investors over the last year : 11.59 vs. FBONX (9.61). JBATX (43.54) and FBONX (43.00) have equivalent 5 years return.
| FBONX | JBATX | FBONX / JBATX | |
| Total Expense Ratio | 0.30 | 1.12 | 27% |
| Annual Report Gross Expense Ratio | 0.30 | 1.13 | 27% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 16.889 | 15.456 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.37B | 4,226% |
| Annual Yield % from dividends | 1.93 | 1.37 | 141% |
| Returns for 1 year | 9.61 | 11.59 | 83% |
| Returns for 3 years | 42.16 | 45.20 | 93% |
| Returns for 5 years | 43.00 | 43.54 | 99% |
| Returns for 10 years | N/A | 96.48 | - |
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