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JBAVX vs RLBEX
JBAVX vs RLBEX Comparison
Open Charts JBAVX vs RLBEX
JHancock Balanced R5
Price$30.30
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets5.9B
American Funds American Balanced R4
Price$36.76
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets252.03B
JBAVX vs RLBEX Comparison Chart in %
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JBAVX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. JBAVX (5.9B). JBAVX (1.89) and RLBEX (1.83) 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). RLBEX (6.76) and JBAVX (6.61) have marching annual gain over last year. JBAVX return over 5 years is better than : 47.28 vs. RLBEX (40.03).
| 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 | 6.947 | 7.917 | 88% |
| 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 | 1.83 | 103% |
| Returns for 1 year | 6.61 | 6.76 | 98% |
| Returns for 3 years | 41.26 | 36.01 | 115% |
| Returns for 5 years | 47.28 | 40.03 | 118% |
| Returns for 10 years | 83.83 | 64.87 | 129% |
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