Ad is loading...
JBAVX vs RLBFX
JBAVX vs RLBFX Comparison
Open Charts JBAVX vs RLBFX
JHancock Balanced R5
Price$29.30
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JBAVX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JBAVX vs. RLBFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. JBAVX (5.75B). RLBFX pays higher dividends than JBAVX: RLBFX (2.50) vs JBAVX (1.62). JBAVX was incepted earlier than RLBFX: JBAVX (16 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JBAVX (62.00). JBAVX has a lower initial minimum investment than RLBFX: JBAVX (0) vs RLBFX (250). RLBFX (9.54) and JBAVX (9.50) have marching annual gain over last year. JBAVX return over 5 years is better than : 43.21 vs. RLBFX (31.70).
| JBAVX | RLBFX | JBAVX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 2.162 | 2.908 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 242B | 2% |
| Annual Yield % from dividends | 1.62 | 2.50 | 65% |
| Returns for 1 year | 9.50 | 9.54 | 100% |
| Returns for 3 years | 21.76 | 18.32 | 119% |
| Returns for 5 years | 43.21 | 31.70 | 136% |
| Returns for 10 years | 73.28 | 55.11 | 133% |