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FBONX vs JBATX
FBONX vs JBATX Comparison
Open Charts FBONX vs JBATX
American Funds American Balanced 529-F-3
Price$36.90
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
JHancock Balanced R2
Price$30.14
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets5.88B
FBONX vs JBATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. JBATX (5.88B). FBONX pays higher dividends than JBATX: FBONX (2.10) 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 : 7.36 vs. JBATX (5.68).
| 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 | 8.296 | 6.071 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.88B | 4,286% |
| Annual Yield % from dividends | 2.10 | 1.48 | 142% |
| Returns for 1 year | 7.36 | 5.68 | 129% |
| Returns for 3 years | 38.36 | 38.33 | 100% |
| Returns for 5 years | N/A | 42.78 | - |
| Returns for 10 years | N/A | 75.83 | - |
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