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JBAVX vs RLBCX
JBAVX vs RLBCX Comparison
Open Charts JBAVX vs RLBCX
JHancock Balanced R5
Price$27.46
Change-$0.86 (-3.04%)
VolumeN/A
Net Assets5.57B
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
JBAVX vs RLBCX Comparison Chart
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JBAVX vs. RLBCX commentary
Apr 04, 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: 235B vs. JBAVX (5.57B). 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). JBAVX annual gain was more profitable for investors over the last year : 3.07 vs. RLBCX (1.03). JBAVX return over 5 years is better than : 62.23 vs. RLBCX (44.21).
| 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 | -0.871 | -2.233 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.57B | 235B | 2% |
| Annual Yield % from dividends | 1.98 | 1.69 | 117% |
| Returns for 1 year | 3.07 | 1.03 | 298% |
| Returns for 3 years | 15.01 | 8.35 | 180% |
| Returns for 5 years | 62.23 | 44.21 | 141% |
| Returns for 10 years | 69.44 | 45.29 | 153% |
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