JBAVX
Price
$27.40
Change
+$0.33 (+1.22%)
Updated
Apr 23 closing price
Net Assets
5.3B
RLBAX
Price
$32.94
Change
+$0.34 (+1.04%)
Updated
Apr 23 closing price
Net Assets
224.6B
Ad is loading...

JBAVX vs RLBAX

Header iconJBAVX vs RLBAX Comparison
Open Charts JBAVX vs RLBAXBanner chart's image
JHancock Balanced R5
Price$27.40
Change+$0.33 (+1.22%)
VolumeN/A
Net Assets5.3B
American Funds American Balanced R1
Price$32.94
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
JBAVX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JBAVX vs. RLBAX commentary
Apr 24, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 225B vs. JBAVX (5.3B). JBAVX pays higher dividends than RLBAX: JBAVX (1.98) vs RLBAX (1.27). JBAVX was incepted earlier than RLBAX: JBAVX (17 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than JBAVX (0.68). RLBAX is a more actively managed with annual turnover of: 171.00 vs. JBAVX (67.00). JBAVX has a lower initial minimum investment than RLBAX: JBAVX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 0.86 vs. JBAVX (0.67). JBAVX return over 5 years is better than : 41.90 vs. RLBAX (28.50).
JBAVXRLBAXJBAVX / RLBAX
Total Expense Ratio0.671.3350%
Annual Report Gross Expense Ratio0.681.3351%
Fund Existence17 years23 years-
Gain YTD-5.246-4.026130%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets5.3B225B2%
Annual Yield % from dividends1.981.27156%
Returns for 1 year0.670.8678%
Returns for 3 years16.3810.01164%
Returns for 5 years41.9028.50147%
Returns for 10 years59.4637.45159%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
IART16.260.59
+3.77%
Integra LifeSciences Holdings Corp
LOGI74.952.65
+3.67%
Logitech International SA
OTLY8.970.29
+3.34%
Oatly Group AB
LYRA0.09N/A
-0.43%
Lyra Therapeutics
SFWL0.96-0.01
-1.03%
Shengfeng Development Limited