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JBAVX vs RLBAX
JBAVX vs RLBAX Comparison
Open Charts JBAVX vs RLBAX
JHancock Balanced R5
Price$31.50
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets6.08B
American Funds American Balanced R1
Price$37.74
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JBAVX vs RLBAX Comparison Chart in %
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JBAVX vs. RLBAX commentary
Sep 09, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. JBAVX (6.08B). JBAVX pays higher dividends than RLBAX: JBAVX (1.85) vs RLBAX (1.15). 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 : 13.15 vs. RLBAX (10.89). JBAVX return over 5 years is better than : 46.78 vs. RLBAX (36.32).
| 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 | 10.853 | 11.248 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.08B | 259B | 2% |
| Annual Yield % from dividends | 1.85 | 1.15 | 160% |
| Returns for 1 year | 13.15 | 10.89 | 121% |
| Returns for 3 years | 41.55 | 34.52 | 120% |
| Returns for 5 years | 46.78 | 36.32 | 129% |
| Returns for 10 years | 99.25 | 68.88 | 144% |
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