Interact to see
Advertisement
Advertisement
FBONX vs JCAVX
FBONX vs JCAVX Comparison
Open Charts FBONX vs JCAVX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
JHFunds2 Capital Appreciation Value NAV
Price$10.04
Change-$0.09 (-0.89%)
VolumeN/A
Net Assets1.15B
FBONX vs JCAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. JCAVX (1.15B). JCAVX pays higher dividends than FBONX: JCAVX (2.07) vs FBONX (1.97). 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 : 10.27 vs. JCAVX (-1.22). FBONX return over 5 years is better than : 45.24 vs. JCAVX (-13.48).
| 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 | 16.506 | 12.431 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.15B | 23,473% |
| Annual Yield % from dividends | 1.97 | 2.07 | 95% |
| Returns for 1 year | 10.27 | -1.22 | -844% |
| Returns for 3 years | 45.55 | 14.66 | 311% |
| Returns for 5 years | 45.24 | -13.48 | -336% |
| Returns for 10 years | N/A | -0.78 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement