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JBAVX vs RLBCX
JBAVX vs RLBCX Comparison
Open Charts JBAVX vs RLBCX
JHancock Balanced R5
Price$29.30
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
JBAVX vs RLBCX Comparison Chart
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JBAVX vs. RLBCX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. JBAVX (5.75B). RLBCX pays higher dividends than JBAVX: RLBCX (1.98) vs JBAVX (1.62). JBAVX was incepted earlier than RLBCX: JBAVX (16 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JBAVX (62.00). 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 : 9.50 vs. RLBCX (8.85). JBAVX return over 5 years is better than : 43.21 vs. RLBCX (28.37).
| JBAVX | RLBCX | JBAVX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 2.162 | 2.844 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 242B | 2% |
| Annual Yield % from dividends | 1.62 | 1.98 | 82% |
| Returns for 1 year | 9.50 | 8.85 | 107% |
| Returns for 3 years | 21.76 | 16.79 | 130% |
| Returns for 5 years | 43.21 | 28.37 | 152% |
| Returns for 10 years | 73.28 | 50.06 | 146% |
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