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FBONX vs JCAVX
FBONX vs JCAVX Comparison
Open Charts FBONX vs JCAVX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
JHFunds2 Capital Appreciation Value NAV
Price$8.65
Change-$1.43 (-14.19%)
VolumeN/A
Net Assets1.09B
FBONX vs JCAVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. JCAVX (1.09B). FBONX pays higher dividends than JCAVX: FBONX (2.14) vs JCAVX (1.84). 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: 117.00 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 : 11.66 vs. JCAVX (-4.76). FBONX return over 5 years is better than : 39.41 vs. JCAVX (-14.54).
| 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 | 2.481 | -0.460 | -539% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.09B | 24,680% |
| Annual Yield % from dividends | 2.14 | 1.84 | 116% |
| Returns for 1 year | 11.66 | -4.76 | -245% |
| Returns for 3 years | 37.96 | 8.12 | 468% |
| Returns for 5 years | 39.41 | -14.54 | -271% |
| Returns for 10 years | N/A | 0.73 | - |
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