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FBONX vs JCAVX
FBONX vs JCAVX Comparison
Open Charts FBONX vs JCAVX
American Funds American Balanced 529-F-3
Price$38.51
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
JHFunds2 Capital Appreciation Value NAV
Price$9.90
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets1.15B
FBONX vs JCAVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. JCAVX (1.15B). JCAVX (2.12) and FBONX (2.05) have matching dividends . 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 : 8.44 vs. JCAVX (-1.87).
| 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 | 13.414 | 9.878 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.15B | 22,949% |
| Annual Yield % from dividends | 2.05 | 2.12 | 97% |
| Returns for 1 year | 8.44 | -1.87 | -451% |
| Returns for 3 years | 53.50 | 19.43 | 275% |
| Returns for 5 years | N/A | -7.35 | - |
| Returns for 10 years | N/A | 2.27 | - |