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JBAVX vs RLBEX
JBAVX vs RLBEX Comparison
Open Charts JBAVX vs RLBEX
JHancock Balanced R5
Price$28.32
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets5.55B
American Funds American Balanced R4
Price$34.30
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
JBAVX vs RLBEX Comparison Chart
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JBAVX vs. RLBEX commentary
Apr 04, 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: 234B vs. JBAVX (5.55B). 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 (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JBAVX (67.00). 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 : 4.27 vs. JBAVX (2.81). JBAVX return over 5 years is better than : 61.49 vs. RLBEX (49.94).
| JBAVX | RLBEX | JBAVX / RLBEX | |
| Total Expense Ratio | 0.67 | 0.60 | 112% |
| Annual Report Gross Expense Ratio | 0.68 | 0.60 | 113% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -1.326 | 0.395 | -335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 234B | 2% |
| Annual Yield % from dividends | 1.98 | 1.97 | 100% |
| Returns for 1 year | 2.81 | 4.27 | 66% |
| Returns for 3 years | 15.06 | 12.39 | 122% |
| Returns for 5 years | 61.49 | 49.94 | 123% |
| Returns for 10 years | 69.46 | 54.43 | 128% |