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JBAVX vs RLBCX
JBAVX vs RLBCX Comparison
Open Charts JBAVX vs RLBCX
JHancock Balanced R5
Price$30.60
Change+$0.15 (+0.49%)
VolumeN/A
Net Assets5.95B
American Funds American Balanced R3
Price$36.81
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets253.12B
JBAVX vs RLBCX Comparison Chart in %
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JBAVX vs. RLBCX commentary
Aug 08, 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: 253B vs. JBAVX (5.95B). 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 : 11.90 vs. RLBCX (10.44). JBAVX return over 5 years is better than : 42.94 vs. RLBCX (34.86).
| 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 | 7.158 | 8.418 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95B | 253B | 2% |
| Annual Yield % from dividends | 1.87 | 1.56 | 120% |
| Returns for 1 year | 11.90 | 10.44 | 114% |
| Returns for 3 years | 35.10 | 30.17 | 116% |
| Returns for 5 years | 42.94 | 34.86 | 123% |
| Returns for 10 years | 86.15 | 61.84 | 139% |
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