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JBAVX vs RLBFX
JBAVX vs RLBFX Comparison
Open Charts JBAVX vs RLBFX
JHancock Balanced R5
Price$29.52
Change-$0.71 (-2.35%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
JBAVX vs RLBFX Comparison Chart
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JBAVX vs. RLBFX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. JBAVX (5.76B). 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). JBAVX annual gain was more profitable for investors over the last year : 17.68 vs. RLBFX (12.81). JBAVX return over 5 years is better than : 50.96 vs. RLBFX (34.29).
| 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 | 16.593 | 11.792 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 241B | 2% |
| Annual Yield % from dividends | 1.62 | 2.50 | 65% |
| Returns for 1 year | 17.68 | 12.81 | 138% |
| Returns for 3 years | 17.69 | 12.40 | 143% |
| Returns for 5 years | 50.96 | 34.29 | 149% |
| Returns for 10 years | 81.22 | 48.83 | 166% |
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