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JBAVX vs RLBEX
JBAVX vs RLBEX Comparison
Open Charts JBAVX vs RLBEX
JHancock Balanced R5
Price$31.98
Change-$0.13 (-0.40%)
VolumeN/A
Net Assets6.22B
American Funds American Balanced R4
Price$38.63
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
JBAVX vs RLBEX Comparison Chart in %
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JBAVX vs. RLBEX commentary
Nov 20, 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 Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 264B vs. JBAVX (6.22B). JBAVX (1.79) and RLBEX (1.71) 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). JBAVX annual gain was more profitable for investors over the last year : 12.40 vs. RLBEX (8.82). JBAVX return over 5 years is better than : 45.51 vs. RLBEX (38.00).
| 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 | 13.539 | 13.718 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 264B | 2% |
| Annual Yield % from dividends | 1.79 | 1.71 | 105% |
| Returns for 1 year | 12.40 | 8.82 | 141% |
| Returns for 3 years | 47.33 | 40.62 | 117% |
| Returns for 5 years | 45.51 | 38.00 | 120% |
| Returns for 10 years | 98.90 | 72.83 | 136% |
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