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JBAVX vs RLBAX
JBAVX vs RLBAX Comparison
Open Charts JBAVX vs RLBAX
JHancock Balanced R5
Price$30.30
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets5.9B
American Funds American Balanced R1
Price$36.47
Change-$0.13 (-0.36%)
VolumeN/A
Net Assets252.03B
JBAVX vs RLBAX Comparison Chart in %
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JBAVX vs. RLBAX commentary
Jul 13, 2025
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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. JBAVX (5.9B). JBAVX pays higher dividends than RLBAX: JBAVX (1.89) vs RLBAX (1.18). JBAVX was incepted earlier than RLBAX: JBAVX (17 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than JBAVX (0.68). JBAVX is a more actively managed with annual turnover of: 67.00 vs. RLBAX (44.00). 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 : 6.61 vs. RLBAX (5.93). JBAVX return over 5 years is better than : 47.28 vs. RLBAX (35.73).
| JBAVX | RLBAX | JBAVX / RLBAX | |
| Total Expense Ratio | 0.67 | 1.31 | 51% |
| Annual Report Gross Expense Ratio | 0.68 | 1.31 | 52% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 6.947 | 7.504 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.9B | 252B | 2% |
| Annual Yield % from dividends | 1.89 | 1.18 | 160% |
| Returns for 1 year | 6.61 | 5.93 | 112% |
| Returns for 3 years | 41.26 | 33.39 | 124% |
| Returns for 5 years | 47.28 | 35.73 | 132% |
| Returns for 10 years | 83.83 | 55.82 | 150% |
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