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FBONX vs JCAVX
FBONX vs JCAVX Comparison
Open Charts FBONX vs JCAVX
American Funds American Balanced 529-F-3
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JHFunds2 Capital Appreciation Value NAV
Price$9.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.15B
FBONX vs JCAVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 256B vs. JCAVX (1.15B). JCAVX (2.13) and FBONX (2.08) 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 : 8.28 vs. JCAVX (0.46).
| 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 | 9.939 | 9.545 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.15B | 22,339% |
| Annual Yield % from dividends | 2.08 | 2.13 | 98% |
| Returns for 1 year | 8.28 | 0.46 | 1,790% |
| Returns for 3 years | 31.70 | 5.01 | 633% |
| Returns for 5 years | N/A | -9.58 | - |
| Returns for 10 years | N/A | -4.81 | - |
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