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JBAVX vs RLEFX
JBAVX vs RLEFX Comparison
Open Charts JBAVX vs RLEFX
JHancock Balanced R5
Price$29.04
Change-$0.25 (-0.85%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.11
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
JBAVX vs RLEFX Comparison Chart
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JBAVX vs. RLEFX commentary
Nov 18, 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. JBAVX (5.53B). RLEFX pays higher dividends than JBAVX: RLEFX (2.42) vs JBAVX (1.62). JBAVX was incepted earlier than RLEFX: JBAVX (16 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JBAVX (62.00). JBAVX has a lower initial minimum investment than RLEFX: JBAVX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 21.09 vs. JBAVX (18.81). JBAVX return over 5 years is better than : 46.53 vs. RLEFX (35.95).
| JBAVX | RLEFX | JBAVX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 12.004 | 14.211 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.53B | 236B | 2% |
| Annual Yield % from dividends | 1.62 | 2.42 | 67% |
| Returns for 1 year | 18.81 | 21.09 | 89% |
| Returns for 3 years | 10.42 | 10.95 | 95% |
| Returns for 5 years | 46.53 | 35.95 | 129% |
| Returns for 10 years | 69.11 | N/A | - |