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FBONX vs JCAVX
FBONX vs JCAVX Comparison
Open Charts FBONX vs JCAVX
American Funds American Balanced 529-F-3
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
JHFunds2 Capital Appreciation Value NAV
Price$10.02
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets1.14B
FBONX vs JCAVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. JCAVX (1.14B). JCAVX (2.09) and FBONX (2.00) 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 : 9.00 vs. JCAVX (-1.16).
| 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 | 14.886 | 11.210 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.14B | 23,252% |
| Annual Yield % from dividends | 2.00 | 2.09 | 96% |
| Returns for 1 year | 9.00 | -1.16 | -777% |
| Returns for 3 years | 52.65 | 19.12 | 275% |
| Returns for 5 years | N/A | -10.77 | - |
| Returns for 10 years | N/A | -1.53 | - |