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JBAVX vs RLBBX
JBAVX vs RLBBX Comparison
Open Charts JBAVX vs RLBBX
JHancock Balanced R5
Price$30.60
Change+$0.15 (+0.49%)
VolumeN/A
Net Assets5.95B
American Funds American Balanced R2
Price$36.72
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets253.12B
JBAVX vs RLBBX Comparison Chart in %
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JBAVX vs. RLBBX commentary
Aug 08, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 253B vs. JBAVX (5.95B). JBAVX pays higher dividends than RLBBX: JBAVX (1.87) vs RLBBX (1.16). JBAVX was incepted earlier than RLBBX: JBAVX (17 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than JBAVX (0.68). JBAVX is a more actively managed with annual turnover of: 67.00 vs. RLBBX (44.00). JBAVX has a lower initial minimum investment than RLBBX: JBAVX (0) vs RLBBX (250). JBAVX annual gain was more profitable for investors over the last year : 11.90 vs. RLBBX (9.93). JBAVX return over 5 years is better than : 42.94 vs. RLBBX (32.45).
| JBAVX | RLBBX | JBAVX / RLBBX | |
| Total Expense Ratio | 0.67 | 1.32 | 51% |
| Annual Report Gross Expense Ratio | 0.68 | 1.32 | 52% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 7.158 | 8.116 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95B | 253B | 2% |
| Annual Yield % from dividends | 1.87 | 1.16 | 161% |
| Returns for 1 year | 11.90 | 9.93 | 120% |
| Returns for 3 years | 35.10 | 28.65 | 123% |
| Returns for 5 years | 42.94 | 32.45 | 132% |
| Returns for 10 years | 86.15 | 57.78 | 149% |
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