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FBONX vs JBAVX
FBONX vs JBAVX Comparison
Open Charts FBONX vs JBAVX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JHancock Balanced R5
Price$30.39
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets5.92B
FBONX vs JBAVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. JBAVX (5.92B). FBONX pays higher dividends than JBAVX: FBONX (2.10) vs JBAVX (1.89). FBONX was incepted earlier than JBAVX: FBONX (5 years) vs JBAVX (17 years). JBAVX (0.68) is less costly to investors than FBONX (0.30). JBAVX is a more actively managed with annual turnover of: 67.00 vs. FBONX (44.00). JBAVX has a lower initial minimum investment than FBONX: JBAVX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. JBAVX (7.54).
| FBONX | JBAVX | FBONX / JBAVX | |
| Total Expense Ratio | 0.30 | 0.67 | 45% |
| Annual Report Gross Expense Ratio | 0.30 | 0.68 | 44% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 8.208 | 6.947 | 118% |
| 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 | 1.89 | 111% |
| Returns for 1 year | 8.16 | 7.54 | 108% |
| Returns for 3 years | 37.33 | 40.95 | 91% |
| Returns for 5 years | N/A | 49.64 | - |
| Returns for 10 years | N/A | 85.89 | - |