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JBAVX vs RLBBX
JBAVX vs RLBBX Comparison
Open Charts JBAVX vs RLBBX
JHancock Balanced R5
Price$31.96
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets6.18B
American Funds American Balanced R2
Price$38.32
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
JBAVX vs RLBBX Comparison Chart in %
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JBAVX vs. RLBBX commentary
Sep 19, 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: 263B vs. JBAVX (6.18B). JBAVX pays higher dividends than RLBBX: JBAVX (1.85) vs RLBBX (1.15). 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 : 11.69 vs. RLBBX (9.32). JBAVX return over 5 years is better than : 50.00 vs. RLBBX (39.15).
| 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 | 12.155 | 12.827 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 263B | 2% |
| Annual Yield % from dividends | 1.85 | 1.15 | 161% |
| Returns for 1 year | 11.69 | 9.32 | 125% |
| Returns for 3 years | 47.49 | 40.20 | 118% |
| Returns for 5 years | 50.00 | 39.15 | 128% |
| Returns for 10 years | 101.48 | 71.18 | 143% |
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