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JBAVX vs RLBBX
JBAVX vs RLBBX Comparison
Open Charts JBAVX vs RLBBX
JHancock Balanced R5
Price$31.76
Change+$0.33 (+1.05%)
VolumeN/A
Net Assets6.09B
American Funds American Balanced R2
Price$38.57
Change+$0.56 (+1.47%)
VolumeN/A
Net Assets261.29B
JBAVX vs RLBBX Comparison Chart in %
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JBAVX vs. RLBBX commentary
Oct 14, 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: 261B vs. JBAVX (6.09B). JBAVX pays higher dividends than RLBBX: JBAVX (1.83) vs RLBBX (1.11). 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 : 9.68 vs. RLBBX (7.71). JBAVX return over 5 years is better than : 44.86 vs. RLBBX (37.18).
| 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 | 11.135 | 13.673 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 261B | 2% |
| Annual Yield % from dividends | 1.83 | 1.11 | 166% |
| Returns for 1 year | 9.68 | 7.71 | 126% |
| Returns for 3 years | 54.62 | 50.13 | 109% |
| Returns for 5 years | 44.86 | 37.18 | 121% |
| Returns for 10 years | 97.12 | 67.11 | 145% |