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JBAVX vs RLBAX
JBAVX vs RLBAX Comparison
Open Charts JBAVX vs RLBAX
JHancock Balanced R5
Price$31.98
Change-$0.13 (-0.40%)
VolumeN/A
Net Assets6.22B
American Funds American Balanced R1
Price$38.29
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
JBAVX vs RLBAX Comparison Chart in %
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JBAVX vs. RLBAX commentary
Nov 20, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 264B vs. JBAVX (6.22B). JBAVX pays higher dividends than RLBAX: JBAVX (1.79) vs RLBAX (1.08). 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 : 12.40 vs. RLBAX (7.96). JBAVX return over 5 years is better than : 45.51 vs. RLBAX (33.76).
| 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 | 13.539 | 12.973 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 264B | 2% |
| Annual Yield % from dividends | 1.79 | 1.08 | 165% |
| Returns for 1 year | 12.40 | 7.96 | 156% |
| Returns for 3 years | 47.33 | 37.66 | 126% |
| Returns for 5 years | 45.51 | 33.76 | 135% |
| Returns for 10 years | 98.90 | 63.03 | 157% |
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