Interact to see
Advertisement
Advertisement
JBAVX vs RLBFX
JBAVX vs RLBFX Comparison
Open Charts JBAVX vs RLBFX
JHancock Balanced R5
Price$31.16
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets5.97B
American Funds American Balanced R5
Price$37.82
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets255.46B
JBAVX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBAVX vs. RLBFX commentary
Aug 30, 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: 255B vs. JBAVX (5.97B). RLBFX pays higher dividends than JBAVX: RLBFX (2.08) vs JBAVX (1.87). 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 : 9.28 vs. RLBFX (8.40). JBAVX return over 5 years is better than : 42.42 vs. RLBFX (39.12).
| 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 | 9.093 | 10.801 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.97B | 255B | 2% |
| Annual Yield % from dividends | 1.87 | 2.08 | 90% |
| Returns for 1 year | 9.28 | 8.40 | 111% |
| Returns for 3 years | 39.48 | 36.67 | 108% |
| Returns for 5 years | 42.42 | 39.12 | 108% |
| Returns for 10 years | 95.34 | 77.18 | 124% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement