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FBONX vs JBATX
FBONX vs JBATX Comparison
Open Charts FBONX vs JBATX
American Funds American Balanced 529-F-3
Price$35.62
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.2B
JHancock Balanced R2
Price$29.45
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets5.74B
FBONX vs JBATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. JBATX (5.74B). FBONX pays higher dividends than JBATX: FBONX (2.18) vs JBATX (1.48). FBONX was incepted earlier than JBATX: FBONX (5 years) vs JBATX (13 years). JBATX (1.13) is less costly to investors than FBONX (0.30). JBATX is a more actively managed with annual turnover of: 67.00 vs. FBONX (44.00). JBATX has a lower initial minimum investment than FBONX: JBATX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 4.82 vs. JBATX (4.25).
| FBONX | JBATX | FBONX / JBATX | |
| Total Expense Ratio | 0.30 | 1.12 | 27% |
| Annual Report Gross Expense Ratio | 0.30 | 1.13 | 27% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 4.539 | 3.438 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.74B | 4,248% |
| Annual Yield % from dividends | 2.18 | 1.48 | 148% |
| Returns for 1 year | 4.82 | 4.25 | 113% |
| Returns for 3 years | 34.50 | 36.26 | 95% |
| Returns for 5 years | N/A | 43.53 | - |
| Returns for 10 years | N/A | 70.11 | - |
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