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JBAVX vs RLBFX
JBAVX vs RLBFX Comparison
Open Charts JBAVX vs RLBFX
JHancock Balanced R5
Price$30.60
Change+$0.15 (+0.49%)
VolumeN/A
Net Assets5.95B
American Funds American Balanced R5
Price$37.13
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets253.12B
JBAVX vs RLBFX Comparison Chart in %
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JBAVX vs. RLBFX commentary
Aug 08, 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: 253B vs. JBAVX (5.95B). 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 : 11.90 vs. RLBFX (11.12). JBAVX return over 5 years is better than : 42.94 vs. RLBFX (38.36).
| 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 | 7.158 | 8.779 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95B | 253B | 2% |
| Annual Yield % from dividends | 1.87 | 2.08 | 90% |
| Returns for 1 year | 11.90 | 11.12 | 107% |
| Returns for 3 years | 35.10 | 32.24 | 109% |
| Returns for 5 years | 42.94 | 38.36 | 112% |
| Returns for 10 years | 86.15 | 67.86 | 127% |
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