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JBAVX vs RLBEX
JBAVX vs RLBEX Comparison
Open Charts JBAVX vs RLBEX
JHancock Balanced R5
Price$31.16
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets5.97B
American Funds American Balanced R4
Price$37.67
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
JBAVX vs RLBEX Comparison Chart in %
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JBAVX vs. RLBEX commentary
Aug 30, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 255B vs. JBAVX (5.97B). JBAVX (1.87) and RLBEX (1.81) have matching dividends . JBAVX was incepted earlier than RLBEX: JBAVX (17 years) vs RLBEX (23 years). JBAVX (0.68) is less costly to investors than RLBEX (0.59). JBAVX is a more actively managed with annual turnover of: 67.00 vs. RLBEX (44.00). JBAVX has a lower initial minimum investment than RLBEX: JBAVX (0) vs RLBEX (250). JBAVX annual gain was more profitable for investors over the last year : 9.28 vs. RLBEX (8.05). JBAVX return over 5 years is better than : 42.42 vs. RLBEX (37.36).
| JBAVX | RLBEX | JBAVX / RLBEX | |
| Total Expense Ratio | 0.67 | 0.59 | 114% |
| Annual Report Gross Expense Ratio | 0.68 | 0.59 | 115% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 9.093 | 10.588 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.97B | 255B | 2% |
| Annual Yield % from dividends | 1.87 | 1.81 | 103% |
| Returns for 1 year | 9.28 | 8.05 | 115% |
| Returns for 3 years | 39.48 | 35.56 | 111% |
| Returns for 5 years | 42.42 | 37.36 | 114% |
| Returns for 10 years | 95.34 | 76.23 | 125% |
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