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JBAVX vs RLBEX
JBAVX vs RLBEX Comparison
Open Charts JBAVX vs RLBEX
JHancock Balanced R5
Price$29.35
Change+$0.20 (+0.69%)
VolumeN/A
Net Assets5.74B
American Funds American Balanced R4
Price$34.94
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
JBAVX vs RLBEX Comparison Chart
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JBAVX vs. RLBEX commentary
Jan 19, 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: 240B vs. JBAVX (5.74B). 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 : 14.38 vs. RLBEX (12.28). JBAVX return over 5 years is better than : 44.11 vs. RLBEX (29.82).
| 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 | 2.336 | 1.955 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.74B | 240B | 2% |
| Annual Yield % from dividends | 1.62 | 2.24 | 72% |
| Returns for 1 year | 14.38 | 12.28 | 117% |
| Returns for 3 years | 16.55 | 12.34 | 134% |
| Returns for 5 years | 44.11 | 29.82 | 148% |
| Returns for 10 years | 78.76 | 58.04 | 136% |
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