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JBAVX vs RLBCX
JBAVX vs RLBCX Comparison
Open Charts JBAVX vs RLBCX
JHancock Balanced R5
Price$30.30
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets5.9B
American Funds American Balanced R3
Price$36.59
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.03B
JBAVX vs RLBCX Comparison Chart in %
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JBAVX vs. RLBCX commentary
Jul 13, 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.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. JBAVX (5.9B). JBAVX pays higher dividends than RLBCX: JBAVX (1.89) vs RLBCX (1.57). 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 (6.61) and RLBCX (6.42) have marching annual gain over last year. JBAVX return over 5 years is better than : 47.28 vs. RLBCX (38.26).
| 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 | 6.947 | 7.770 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.9B | 252B | 2% |
| Annual Yield % from dividends | 1.89 | 1.57 | 120% |
| Returns for 1 year | 6.61 | 6.42 | 103% |
| Returns for 3 years | 41.26 | 34.96 | 118% |
| Returns for 5 years | 47.28 | 38.26 | 124% |
| Returns for 10 years | 83.83 | 59.84 | 140% |
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