Ad is loading...
JBAVX vs RLBFX
JBAVX vs RLBFX Comparison
Open Charts JBAVX vs RLBFX
JHancock Balanced R5
Price$27.46
Change-$0.86 (-3.04%)
VolumeN/A
Net Assets5.57B
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
JBAVX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JBAVX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. JBAVX (5.57B). RLBFX pays higher dividends than JBAVX: RLBFX (2.26) vs JBAVX (1.98). JBAVX was incepted earlier than RLBFX: JBAVX (17 years) vs RLBFX (23 years). JBAVX (0.68) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JBAVX (67.00). JBAVX has a lower initial minimum investment than RLBFX: JBAVX (0) vs RLBFX (250). JBAVX annual gain was more profitable for investors over the last year : 2.81 vs. RLBFX (1.68). JBAVX return over 5 years is better than : 61.49 vs. RLBFX (48.03).
| JBAVX | RLBFX | JBAVX / RLBFX | |
| Total Expense Ratio | 0.67 | 0.30 | 223% |
| Annual Report Gross Expense Ratio | 0.68 | 0.30 | 227% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -1.326 | -2.099 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.57B | 235B | 2% |
| Annual Yield % from dividends | 1.98 | 2.26 | 88% |
| Returns for 1 year | 2.81 | 1.68 | 168% |
| Returns for 3 years | 15.06 | 9.95 | 151% |
| Returns for 5 years | 61.49 | 48.03 | 128% |
| Returns for 10 years | 69.46 | 50.46 | 138% |
View a ticker or compare two or three
VS
VS
Ad is loading...