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FBONX vs JCAVX
FBONX vs JCAVX Comparison
Open Charts FBONX vs JCAVX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JHFunds2 Capital Appreciation Value NAV
Price$10.07
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.13B
FBONX vs JCAVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. JCAVX (1.13B). JCAVX pays higher dividends than FBONX: JCAVX (2.06) vs FBONX (1.93). FBONX was incepted earlier than JCAVX: FBONX (5 years) vs JCAVX (15 years). JCAVX (0.88) is less costly to investors than FBONX (0.30). JCAVX is a more actively managed with annual turnover of: 74.00 vs. FBONX (44.00). JCAVX has a lower initial minimum investment than FBONX: JCAVX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 9.61 vs. JCAVX (-2.36). FBONX return over 5 years is better than : 43.00 vs. JCAVX (-15.32).
| FBONX | JCAVX | FBONX / JCAVX | |
| Total Expense Ratio | 0.30 | 0.87 | 34% |
| Annual Report Gross Expense Ratio | 0.30 | 0.88 | 34% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 16.889 | 11.765 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.13B | 23,848% |
| Annual Yield % from dividends | 1.93 | 2.06 | 94% |
| Returns for 1 year | 9.61 | -2.36 | -407% |
| Returns for 3 years | 42.16 | 12.31 | 343% |
| Returns for 5 years | 43.00 | -15.32 | -281% |
| Returns for 10 years | N/A | -3.04 | - |
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