Interact to see
Advertisement
Advertisement
JBAVX vs RLBEX
JBAVX vs RLBEX Comparison
Open Charts JBAVX vs RLBEX
JHancock Balanced R5
Price$29.54
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R4
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
JBAVX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JBAVX vs. RLBEX commentary
Jun 07, 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: 243B vs. JBAVX (5.72B). JBAVX (1.90) and RLBEX (1.90) 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 : 7.11 vs. JBAVX (5.60). JBAVX return over 5 years is better than : 44.23 vs. RLBEX (34.72).
| 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 | 3.084 | 4.698 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 243B | 2% |
| Annual Yield % from dividends | 1.90 | 1.90 | 100% |
| Returns for 1 year | 5.60 | 7.11 | 79% |
| Returns for 3 years | 27.50 | 22.20 | 124% |
| Returns for 5 years | 44.23 | 34.72 | 127% |
| Returns for 10 years | 76.94 | 61.31 | 126% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement