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JBAVX vs RLBEX
JBAVX vs RLBEX Comparison
Open Charts JBAVX vs RLBEX
JHancock Balanced R5
Price$29.52
Change-$0.71 (-2.35%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.19
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
JBAVX vs RLBEX Comparison Chart
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JBAVX vs. RLBEX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. JBAVX (5.76B). 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 annual gain was more profitable for investors over the last year : 17.68 vs. RLBEX (12.54). JBAVX return over 5 years is better than : 50.96 vs. RLBEX (32.64).
| 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 | 16.593 | 11.518 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 241B | 2% |
| Annual Yield % from dividends | 1.62 | 2.24 | 72% |
| Returns for 1 year | 17.68 | 12.54 | 141% |
| Returns for 3 years | 17.69 | 11.73 | 151% |
| Returns for 5 years | 50.96 | 32.64 | 156% |
| Returns for 10 years | 81.22 | 48.28 | 168% |