JBAVX
Price
$27.40
Change
+$0.33 (+1.22%)
Updated
Apr 23 closing price
Net Assets
5.3B
RLBCX
Price
$33.05
Change
+$0.34 (+1.04%)
Updated
Apr 23 closing price
Net Assets
224.6B
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JBAVX vs RLBCX

Header iconJBAVX vs RLBCX Comparison
Open Charts JBAVX vs RLBCXBanner chart's image
JHancock Balanced R5
Price$27.40
Change+$0.33 (+1.22%)
VolumeN/A
Net Assets5.3B
American Funds American Balanced R3
Price$33.05
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
JBAVX vs RLBCX Comparison Chart
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JBAVX vs. RLBCX commentary
Apr 24, 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 RLBCX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 225B vs. JBAVX (5.3B). JBAVX pays higher dividends than RLBCX: JBAVX (1.98) vs RLBCX (1.69). JBAVX was incepted earlier than RLBCX: JBAVX (17 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than JBAVX (0.68). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JBAVX (67.00). JBAVX has a lower initial minimum investment than RLBCX: JBAVX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 1.33 vs. JBAVX (0.67). JBAVX return over 5 years is better than : 41.90 vs. RLBCX (30.89).
JBAVXRLBCXJBAVX / RLBCX
Total Expense Ratio0.670.8975%
Annual Report Gross Expense Ratio0.680.8976%
Fund Existence17 years23 years-
Gain YTD-5.246-3.879135%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets5.3B225B2%
Annual Yield % from dividends1.981.69117%
Returns for 1 year0.671.3351%
Returns for 3 years16.3811.21146%
Returns for 5 years41.9030.89136%
Returns for 10 years59.4640.86146%
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