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JBAVX vs RLBEX
JBAVX vs RLBEX Comparison
Open Charts JBAVX vs RLBEX
JHancock Balanced R5
Price$28.15
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets5.5B
American Funds American Balanced R4
Price$33.98
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets231.91B
JBAVX vs RLBEX Comparison Chart
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JBAVX vs. RLBEX commentary
May 01, 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: 232B vs. JBAVX (5.5B). JBAVX (1.98) and RLBEX (1.97) 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 annual gain was more profitable for investors over the last year : 6.01 vs. JBAVX (5.07). JBAVX return over 5 years is better than : 47.94 vs. RLBEX (37.42).
| 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 | -1.501 | -0.541 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.5B | 232B | 2% |
| Annual Yield % from dividends | 1.98 | 1.97 | 100% |
| Returns for 1 year | 5.07 | 6.01 | 84% |
| Returns for 3 years | 23.20 | 18.23 | 127% |
| Returns for 5 years | 47.94 | 37.42 | 128% |
| Returns for 10 years | 66.45 | 50.91 | 131% |
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