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FBONX vs JBAVX
FBONX vs JBAVX Comparison
Open Charts FBONX vs JBAVX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JHancock Balanced R5
Price$29.60
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
FBONX vs JBAVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. JBAVX (5.75B). FBONX pays higher dividends than JBAVX: FBONX (2.18) vs JBAVX (1.90). 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 : 5.58 vs. JBAVX (5.25).
| 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 | 4.568 | 3.609 | 127% |
| 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 | 1.90 | 114% |
| Returns for 1 year | 5.58 | 5.25 | 106% |
| Returns for 3 years | 34.82 | 38.37 | 91% |
| Returns for 5 years | N/A | 48.28 | - |
| Returns for 10 years | N/A | 77.10 | - |
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