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FBONX vs JBATX
FBONX vs JBATX Comparison
Open Charts FBONX vs JBATX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
JHancock Balanced R2
Price$27.73
Change+$0.45 (+1.65%)
VolumeN/A
Net Assets5.36B
FBONX vs JBATX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. JBATX (5.36B). FBONX pays higher dividends than JBATX: FBONX (2.26) vs JBATX (1.53). FBONX was incepted earlier than JBATX: FBONX (4 years) vs JBATX (13 years). JBATX (1.13) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. JBATX (67.00). 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 : 4.45 vs. JBATX (1.49).
| FBONX | JBATX | FBONX / JBATX | |
| Total Expense Ratio | 0.30 | 1.12 | 27% |
| Annual Report Gross Expense Ratio | 0.30 | 1.13 | 27% |
| Fund Existence | 4 years | 13 years | - |
| Gain YTD | -1.458 | -4.184 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 5.36B | 4,234% |
| Annual Yield % from dividends | 2.26 | 1.53 | 147% |
| Returns for 1 year | 4.45 | 1.49 | 299% |
| Returns for 3 years | 16.68 | 16.07 | 104% |
| Returns for 5 years | N/A | 41.11 | - |
| Returns for 10 years | N/A | 56.68 | - |
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