Interact to see
Advertisement
Advertisement
JBAVX vs RLBFX
JBAVX vs RLBFX Comparison
Open Charts JBAVX vs RLBFX
JHancock Balanced R5
Price$29.54
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R5
Price$35.91
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
JBAVX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JBAVX vs. RLBFX commentary
Jun 07, 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: 243B vs. JBAVX (5.72B). RLBFX pays higher dividends than JBAVX: RLBFX (2.18) vs JBAVX (1.90). 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 : 7.43 vs. JBAVX (5.60). JBAVX return over 5 years is better than : 44.23 vs. RLBFX (36.46).
| 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 | 3.084 | 4.819 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 243B | 2% |
| Annual Yield % from dividends | 1.90 | 2.18 | 87% |
| Returns for 1 year | 5.60 | 7.43 | 75% |
| Returns for 3 years | 27.50 | 23.09 | 119% |
| Returns for 5 years | 44.23 | 36.46 | 121% |
| Returns for 10 years | 76.94 | 62.07 | 124% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement