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JBAVX vs RLBFX
JBAVX vs RLBFX Comparison
Open Charts JBAVX vs RLBFX
JHancock Balanced R5
Price$30.30
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets5.9B
American Funds American Balanced R5
Price$36.89
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets252.03B
JBAVX vs RLBFX Comparison Chart in %
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JBAVX vs. RLBFX commentary
Jul 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. JBAVX (5.9B). RLBFX pays higher dividends than JBAVX: RLBFX (2.10) vs JBAVX (1.89). 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). RLBFX annual gain was more profitable for investors over the last year : 7.08 vs. JBAVX (6.61). JBAVX return over 5 years is better than : 47.28 vs. RLBFX (41.84).
| 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 | 6.947 | 8.076 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.9B | 252B | 2% |
| Annual Yield % from dividends | 1.89 | 2.10 | 90% |
| Returns for 1 year | 6.61 | 7.08 | 93% |
| Returns for 3 years | 41.26 | 37.09 | 111% |
| Returns for 5 years | 47.28 | 41.84 | 113% |
| Returns for 10 years | 83.83 | 65.77 | 127% |
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