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FBAFX vs JBATX
FBAFX vs JBATX Comparison
Open Charts FBAFX vs JBATX
American Funds American Balanced 529-F-2
Price$36.15
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
JHancock Balanced R2
Price$28.91
Change-$0.24 (-0.82%)
VolumeN/A
CapitalizationN/A
FBAFX vs JBATX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. JBATX (5.53B). FBAFX pays higher dividends than JBATX: FBAFX (2.47) vs JBATX (1.23). FBAFX was incepted earlier than JBATX: FBAFX (4 years) vs JBATX (13 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. JBATX (62.00). JBATX has a lower initial minimum investment than FBAFX: JBATX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 21.17 vs. JBATX (18.35).
| FBAFX | JBATX | FBAFX / JBATX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 13 years | - |
| Gain YTD | 14.313 | 11.611 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 5.53B | 4,270% |
| Annual Yield % from dividends | 2.47 | 1.23 | 202% |
| Returns for 1 year | 21.17 | 18.35 | 115% |
| Returns for 3 years | 12.79 | 9.35 | 137% |
| Returns for 5 years | N/A | 44.06 | - |
| Returns for 10 years | N/A | 63.84 | - |
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