Interact to see
Advertisement
Advertisement
FBONX vs JBAWX
FBONX vs JBAWX Comparison
Open Charts FBONX vs JBAWX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JHancock Balanced R6
Price$30.55
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets5.96B
FBONX vs JBAWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. JBAWX (5.96B). FBONX pays higher dividends than JBAWX: FBONX (2.10) vs JBAWX (1.94). FBONX was incepted earlier than JBAWX: FBONX (5 years) vs JBAWX (14 years). JBAWX (0.63) is less costly to investors than FBONX (0.30). JBAWX is a more actively managed with annual turnover of: 67.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than JBAWX: FBONX (250) vs JBAWX (1000000). JBAWX (10.78) and FBONX (10.59) have marching annual gain over last year.
| FBONX | JBAWX | FBONX / JBAWX | |
| Total Expense Ratio | 0.30 | 0.62 | 48% |
| Annual Report Gross Expense Ratio | 0.30 | 0.63 | 48% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 9.205 | 7.878 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 5.96B | 4,261% |
| Annual Yield % from dividends | 2.10 | 1.94 | 108% |
| Returns for 1 year | 10.59 | 10.78 | 98% |
| Returns for 3 years | 36.98 | 40.11 | 92% |
| Returns for 5 years | N/A | 47.60 | - |
| Returns for 10 years | N/A | 87.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers