Interact to see
Advertisement
Advertisement
JBAVX vs RLBCX
JBAVX vs RLBCX Comparison
Open Charts JBAVX vs RLBCX
JHancock Balanced R5
Price$31.16
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets5.97B
American Funds American Balanced R3
Price$37.48
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
JBAVX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBAVX vs. RLBCX commentary
Aug 30, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 255B vs. JBAVX (5.97B). JBAVX pays higher dividends than RLBCX: JBAVX (1.87) vs RLBCX (1.56). 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). JBAVX is a more actively managed with annual turnover of: 67.00 vs. RLBCX (44.00). JBAVX has a lower initial minimum investment than RLBCX: JBAVX (0) vs RLBCX (250). JBAVX annual gain was more profitable for investors over the last year : 9.28 vs. RLBCX (7.72). JBAVX return over 5 years is better than : 42.42 vs. RLBCX (35.59).
| JBAVX | RLBCX | JBAVX / RLBCX | |
| Total Expense Ratio | 0.67 | 0.89 | 75% |
| Annual Report Gross Expense Ratio | 0.68 | 0.89 | 76% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 9.093 | 10.391 | 88% |
| 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 | 1.56 | 120% |
| Returns for 1 year | 9.28 | 7.72 | 120% |
| Returns for 3 years | 39.48 | 34.49 | 114% |
| Returns for 5 years | 42.42 | 35.59 | 119% |
| Returns for 10 years | 95.34 | 70.88 | 135% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement