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JBAVX vs RLBEX
JBAVX vs RLBEX Comparison
Open Charts JBAVX vs RLBEX
JHancock Balanced R5
Price$29.30
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JBAVX vs RLBEX Comparison Chart
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JBAVX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. JBAVX (5.75B). RLBEX pays higher dividends than JBAVX: RLBEX (2.24) vs JBAVX (1.62). JBAVX was incepted earlier than RLBEX: JBAVX (16 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JBAVX (62.00). JBAVX has a lower initial minimum investment than RLBEX: JBAVX (0) vs RLBEX (250). JBAVX (9.50) and RLBEX (9.22) have marching annual gain over last year. JBAVX return over 5 years is better than : 43.21 vs. RLBEX (30.07).
| JBAVX | RLBEX | JBAVX / RLBEX | |
| 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 | 2.889 | 75% |
| 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 | 2.24 | 72% |
| Returns for 1 year | 9.50 | 9.22 | 103% |
| Returns for 3 years | 21.76 | 17.55 | 124% |
| Returns for 5 years | 43.21 | 30.07 | 144% |
| Returns for 10 years | 73.28 | 54.52 | 134% |
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