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JBAVX vs RLBAX
JBAVX vs RLBAX Comparison
Open Charts JBAVX vs RLBAX
JHancock Balanced R5
Price$31.81
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
JBAVX vs RLBAX Comparison Chart in %
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JBAVX vs. RLBAX commentary
Oct 19, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. JBAVX (6.16B). JBAVX pays higher dividends than RLBAX: JBAVX (1.83) vs RLBAX (1.10). JBAVX was incepted earlier than RLBAX: JBAVX (17 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than JBAVX (0.68). JBAVX is a more actively managed with annual turnover of: 67.00 vs. RLBAX (44.00). JBAVX has a lower initial minimum investment than RLBAX: JBAVX (0) vs RLBAX (250). JBAVX annual gain was more profitable for investors over the last year : 10.97 vs. RLBAX (7.84). JBAVX return over 5 years is better than : 46.80 vs. RLBAX (37.69).
| JBAVX | RLBAX | JBAVX / RLBAX | |
| Total Expense Ratio | 0.67 | 1.31 | 51% |
| Annual Report Gross Expense Ratio | 0.68 | 1.31 | 52% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 12.478 | 13.947 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 266B | 2% |
| Annual Yield % from dividends | 1.83 | 1.10 | 166% |
| Returns for 1 year | 10.97 | 7.84 | 140% |
| Returns for 3 years | 53.00 | 47.39 | 112% |
| Returns for 5 years | 46.80 | 37.69 | 124% |
| Returns for 10 years | 99.72 | 67.66 | 147% |
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