Interact to see
Advertisement
Advertisement
JBAVX vs RLBFX
JBAVX vs RLBFX Comparison
Open Charts JBAVX vs RLBFX
JHancock Balanced R5
Price$31.96
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets6.18B
American Funds American Balanced R5
Price$38.69
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
JBAVX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBAVX vs. RLBFX commentary
Sep 19, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. JBAVX (6.18B). RLBFX pays higher dividends than JBAVX: RLBFX (2.05) vs JBAVX (1.85). JBAVX was incepted earlier than RLBFX: JBAVX (17 years) vs RLBFX (23 years). JBAVX (0.68) is less costly to investors than RLBFX (0.29). JBAVX is a more actively managed with annual turnover of: 67.00 vs. RLBFX (44.00). 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 : 11.69 vs. RLBFX (10.20). JBAVX return over 5 years is better than : 50.00 vs. RLBFX (45.01).
| JBAVX | RLBFX | JBAVX / RLBFX | |
| Total Expense Ratio | 0.67 | 0.29 | 231% |
| Annual Report Gross Expense Ratio | 0.68 | 0.29 | 234% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 12.155 | 13.349 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 263B | 2% |
| Annual Yield % from dividends | 1.85 | 2.05 | 90% |
| Returns for 1 year | 11.69 | 10.20 | 115% |
| Returns for 3 years | 47.49 | 44.03 | 108% |
| Returns for 5 years | 50.00 | 45.01 | 111% |
| Returns for 10 years | 101.48 | 82.02 | 124% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement