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JBAVX vs RLBFX
JBAVX vs RLBFX Comparison
Open Charts JBAVX vs RLBFX
JHancock Balanced R5
Price$28.20
Change-$0.09 (-0.32%)
VolumeN/A
Net Assets5.55B
American Funds American Balanced R5
Price$34.14
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets232.94B
JBAVX vs RLBFX Comparison Chart
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JBAVX vs. RLBFX commentary
Mar 13, 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 233B vs. JBAVX (5.55B). RLBFX pays higher dividends than JBAVX: RLBFX (2.19) vs JBAVX (1.80). 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 : 4.80 vs. RLBFX (4.40). JBAVX return over 5 years is better than : 62.06 vs. RLBFX (50.82).
| 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 | -1.360 | -0.639 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 233B | 2% |
| Annual Yield % from dividends | 1.80 | 2.19 | 82% |
| Returns for 1 year | 4.80 | 4.40 | 109% |
| Returns for 3 years | 19.07 | 15.75 | 121% |
| Returns for 5 years | 62.06 | 50.82 | 122% |
| Returns for 10 years | 70.76 | 54.19 | 131% |
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