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JBAVX vs RLBAX
JBAVX vs RLBAX Comparison
Open Charts JBAVX vs RLBAX
JHancock Balanced R5
Price$31.96
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets6.18B
American Funds American Balanced R1
Price$38.27
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets263.25B
JBAVX vs RLBAX Comparison Chart in %
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JBAVX vs. RLBAX commentary
Sep 19, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. JBAVX (6.18B). JBAVX pays higher dividends than RLBAX: JBAVX (1.85) vs RLBAX (1.15). 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 : 11.69 vs. RLBAX (9.30). JBAVX return over 5 years is better than : 50.00 vs. RLBAX (39.12).
| 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 | 12.155 | 12.810 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 263B | 2% |
| Annual Yield % from dividends | 1.85 | 1.15 | 160% |
| Returns for 1 year | 11.69 | 9.30 | 126% |
| Returns for 3 years | 47.49 | 40.19 | 118% |
| Returns for 5 years | 50.00 | 39.12 | 128% |
| Returns for 10 years | 101.48 | 71.10 | 143% |
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