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JBAVX vs RLBBX
JBAVX vs RLBBX Comparison
Open Charts JBAVX vs RLBBX
JHancock Balanced R5
Price$27.40
Change+$0.33 (+1.22%)
VolumeN/A
Net Assets5.3B
American Funds American Balanced R2
Price$32.98
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
JBAVX vs RLBBX Comparison Chart
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JBAVX vs. RLBBX 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 225B vs. JBAVX (5.3B). JBAVX pays higher dividends than RLBBX: JBAVX (1.98) vs RLBBX (1.27). JBAVX was incepted earlier than RLBBX: JBAVX (17 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than JBAVX (0.68). RLBBX is a more actively managed with annual turnover of: 171.00 vs. JBAVX (67.00). JBAVX has a lower initial minimum investment than RLBBX: JBAVX (0) vs RLBBX (250). RLBBX 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. RLBBX (28.51).
| JBAVX | RLBBX | JBAVX / RLBBX | |
| 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 | -5.246 | -4.019 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.3B | 225B | 2% |
| Annual Yield % from dividends | 1.98 | 1.27 | 156% |
| Returns for 1 year | 0.67 | 0.86 | 78% |
| Returns for 3 years | 16.38 | 10.03 | 163% |
| Returns for 5 years | 41.90 | 28.51 | 147% |
| Returns for 10 years | 59.46 | 37.50 | 159% |
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