Interact to see
Advertisement
Advertisement
JBAVX vs RLBAX
JBAVX vs RLBAX Comparison
Open Charts JBAVX vs RLBAX
JBAVX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBAVX vs. RLBAX commentary
Aug 23, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 283B vs. JBAVX (6.97B). JBAVX pays higher dividends than RLBAX: JBAVX (1.75) vs RLBAX (1.13). JBAVX was incepted earlier than RLBAX: JBAVX (18 years) vs RLBAX (24 years). RLBAX (1.32) is less costly to investors than JBAVX (0.67). JBAVX is a more actively managed with annual turnover of: 71.00 vs. RLBAX (50.00). 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 : 11.72 vs. JBAVX (8.89). JBAVX (31.13) and RLBAX (29.85) have equivalent 5 years return.
| JBAVX | RLBAX | JBAVX / RLBAX | |
| Total Expense Ratio | 0.66 | 1.32 | 50% |
| Annual Report Gross Expense Ratio | 0.67 | 1.32 | 51% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 11.697 | 9.555 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.97B | 283B | 2% |
| Annual Yield % from dividends | 1.75 | 1.13 | 155% |
| Returns for 1 year | 8.89 | 11.72 | 76% |
| Returns for 3 years | 41.44 | 41.70 | 99% |
| Returns for 5 years | 31.13 | 29.85 | 104% |
| Returns for 10 years | 102.02 | 73.93 | 138% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers