Interact to see
Advertisement
Advertisement
FBONX vs JCAVX
FBONX vs JCAVX Comparison
Open Charts FBONX vs JCAVX
American Funds American Balanced 529-F-3
Price$38.94
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
JHFunds2 Capital Appreciation Value NAV
Price$10.06
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets1.16B
FBONX vs JCAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. JCAVX (1.16B). 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 : 10.31 vs. JCAVX (0.69).
| 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 | 14.680 | 11.765 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.16B | 22,892% |
| Annual Yield % from dividends | 2.00 | 2.09 | 96% |
| Returns for 1 year | 10.31 | 0.69 | 1,485% |
| Returns for 3 years | 53.22 | 20.94 | 254% |
| Returns for 5 years | N/A | -9.51 | - |
| Returns for 10 years | N/A | -0.46 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement