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JBAVX vs RLBBX
JBAVX vs RLBBX Comparison
Open Charts JBAVX vs RLBBX
JHancock Balanced R5
Price$31.98
Change-$0.13 (-0.40%)
VolumeN/A
Net Assets6.22B
American Funds American Balanced R2
Price$38.34
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
JBAVX vs RLBBX Comparison Chart in %
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JBAVX vs. RLBBX commentary
Nov 20, 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 Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 264B vs. JBAVX (6.22B). JBAVX pays higher dividends than RLBBX: JBAVX (1.79) vs RLBBX (1.09). JBAVX was incepted earlier than RLBBX: JBAVX (17 years) vs RLBBX (24 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 : 12.40 vs. RLBBX (7.99). JBAVX return over 5 years is better than : 45.51 vs. RLBBX (33.81).
| 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 | 24 years | - |
| Gain YTD | 13.539 | 12.995 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 264B | 2% |
| Annual Yield % from dividends | 1.79 | 1.09 | 165% |
| Returns for 1 year | 12.40 | 7.99 | 155% |
| Returns for 3 years | 47.33 | 37.73 | 125% |
| Returns for 5 years | 45.51 | 33.81 | 135% |
| Returns for 10 years | 98.90 | 63.05 | 157% |
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