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JBAVX vs RLBAX
JBAVX vs RLBAX Comparison
Open Charts JBAVX vs RLBAX
JHancock Balanced R5
Price$32.79
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets6.34B
American Funds American Balanced R1
Price$39.31
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
JBAVX vs RLBAX Comparison Chart in %
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JBAVX vs. RLBAX commentary
Dec 04, 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 RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 271B vs. JBAVX (6.34B). JBAVX pays higher dividends than RLBAX: JBAVX (1.76) vs RLBAX (1.07). JBAVX was incepted earlier than RLBAX: JBAVX (17 years) vs RLBAX (24 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 : 12.09 vs. RLBAX (8.44). JBAVX return over 5 years is better than : 46.27 vs. RLBAX (34.78).
| 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 | 24 years | - |
| Gain YTD | 15.908 | 15.776 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 271B | 2% |
| Annual Yield % from dividends | 1.76 | 1.07 | 165% |
| Returns for 1 year | 12.09 | 8.44 | 143% |
| Returns for 3 years | 47.08 | 37.26 | 126% |
| Returns for 5 years | 46.27 | 34.78 | 133% |
| Returns for 10 years | 103.26 | 66.67 | 155% |
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