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JBAVX vs RLBAX
JBAVX vs RLBAX Comparison
Open Charts JBAVX vs RLBAX
JHancock Balanced R5
Price$29.52
Change-$0.71 (-2.35%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
JBAVX vs RLBAX Comparison Chart
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JBAVX vs. RLBAX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JBAVX is a StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. JBAVX (5.76B). JBAVX (1.62) and RLBAX (1.59) have matching dividends . JBAVX was incepted earlier than RLBAX: JBAVX (16 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. JBAVX (62.00). JBAVX has a lower initial minimum investment than RLBAX: JBAVX (0) vs RLBAX (250). JBAVX annual gain was more profitable for investors over the last year : 17.68 vs. RLBAX (11.90). JBAVX return over 5 years is better than : 50.96 vs. RLBAX (28.83).
| JBAVX | RLBAX | JBAVX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 16.593 | 10.911 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 241B | 2% |
| Annual Yield % from dividends | 1.62 | 1.59 | 102% |
| Returns for 1 year | 17.68 | 11.90 | 149% |
| Returns for 3 years | 17.69 | 10.12 | 175% |
| Returns for 5 years | 50.96 | 28.83 | 177% |
| Returns for 10 years | 81.22 | 40.93 | 198% |
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