Interact to see
Advertisement
Advertisement
JBAVX vs RLBBX
JBAVX vs RLBBX Comparison
Open Charts JBAVX vs RLBBX
JHancock Balanced R5
Price$31.16
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets5.97B
American Funds American Balanced R2
Price$37.38
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
JBAVX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBAVX vs. RLBBX commentary
Aug 29, 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: 255B vs. JBAVX (5.97B). 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 : 9.28 vs. RLBBX (7.22). JBAVX return over 5 years is better than : 42.42 vs. RLBBX (33.12).
| 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 | 9.093 | 10.059 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.97B | 255B | 2% |
| Annual Yield % from dividends | 1.87 | 1.16 | 161% |
| Returns for 1 year | 9.28 | 7.22 | 129% |
| Returns for 3 years | 39.48 | 32.99 | 120% |
| Returns for 5 years | 42.42 | 33.12 | 128% |
| Returns for 10 years | 95.34 | 66.56 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement