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JBAVX vs RLBAX
JBAVX vs RLBAX Comparison
Open Charts JBAVX vs RLBAX
JHancock Balanced R5
Price$29.54
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R1
Price$35.45
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
JBAVX vs RLBAX Comparison Chart
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JBAVX vs. RLBAX commentary
Jun 07, 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: 243B vs. JBAVX (5.72B). JBAVX pays higher dividends than RLBAX: JBAVX (1.90) vs RLBAX (1.23). 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). RLBAX annual gain was more profitable for investors over the last year : 6.30 vs. JBAVX (5.60). JBAVX return over 5 years is better than : 44.23 vs. RLBAX (30.57).
| 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 | 3.084 | 4.364 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 243B | 2% |
| Annual Yield % from dividends | 1.90 | 1.23 | 155% |
| Returns for 1 year | 5.60 | 6.30 | 89% |
| Returns for 3 years | 27.50 | 20.02 | 137% |
| Returns for 5 years | 44.23 | 30.57 | 145% |
| Returns for 10 years | 76.94 | 52.75 | 146% |
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