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FBONX vs JBATX
FBONX vs JBATX Comparison
Open Charts FBONX vs JBATX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JHancock Balanced R2
Price$30.50
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets5.96B
FBONX vs JBATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. JBATX (5.96B). FBONX pays higher dividends than JBATX: FBONX (2.10) vs JBATX (1.48). FBONX was incepted earlier than JBATX: FBONX (5 years) vs JBATX (13 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). FBONX (10.59) and JBATX (10.21) have marching annual gain over last year.
| 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 | 13 years | - |
| Gain YTD | 9.205 | 7.588 | 121% |
| 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 | 1.48 | 142% |
| Returns for 1 year | 10.59 | 10.21 | 104% |
| Returns for 3 years | 36.98 | 38.29 | 97% |
| Returns for 5 years | N/A | 44.63 | - |
| Returns for 10 years | N/A | 80.34 | - |
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