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JBAVX vs RLBAX
JBAVX vs RLBAX Comparison
Open Charts JBAVX vs RLBAX
JHancock Balanced R5
Price$27.46
Change-$0.86 (-3.04%)
VolumeN/A
Net Assets5.57B
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
JBAVX vs RLBAX Comparison Chart
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JBAVX vs. RLBAX commentary
Apr 04, 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: 235B vs. JBAVX (5.57B). 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). JBAVX annual gain was more profitable for investors over the last year : 3.07 vs. RLBAX (0.57). JBAVX return over 5 years is better than : 62.23 vs. RLBAX (41.60).
| JBAVX | RLBAX | JBAVX / RLBAX | |
| Total Expense Ratio | 0.67 | 1.33 | 50% |
| Annual Report Gross Expense Ratio | 0.68 | 1.33 | 51% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -0.871 | -2.348 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.57B | 235B | 2% |
| Annual Yield % from dividends | 1.98 | 1.27 | 156% |
| Returns for 1 year | 3.07 | 0.57 | 539% |
| Returns for 3 years | 15.01 | 7.24 | 207% |
| Returns for 5 years | 62.23 | 41.60 | 150% |
| Returns for 10 years | 69.44 | 41.83 | 166% |
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