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JBAVX vs RLBFX
JBAVX vs RLBFX Comparison
Open Charts JBAVX vs RLBFX
JHancock Balanced R5
Price$27.40
Change+$0.33 (+1.22%)
VolumeN/A
Net Assets5.3B
American Funds American Balanced R5
Price$33.33
Change+$0.35 (+1.06%)
VolumeN/A
Net Assets224.6B
JBAVX vs RLBFX Comparison Chart
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JBAVX vs. RLBFX commentary
Apr 24, 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: 225B vs. JBAVX (5.3B). 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). RLBFX annual gain was more profitable for investors over the last year : 1.94 vs. JBAVX (0.67). JBAVX return over 5 years is better than : 41.90 vs. RLBFX (34.28).
| 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 | -5.246 | -3.733 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.3B | 225B | 2% |
| Annual Yield % from dividends | 1.98 | 2.26 | 88% |
| Returns for 1 year | 0.67 | 1.94 | 35% |
| Returns for 3 years | 16.38 | 12.83 | 128% |
| Returns for 5 years | 41.90 | 34.28 | 122% |
| Returns for 10 years | 59.46 | 45.85 | 130% |
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