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JBAVX vs RLBAX
JBAVX vs RLBAX Comparison
Open Charts JBAVX vs RLBAX
JHancock Balanced R5
Price$32.67
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets6.33B
American Funds American Balanced R1
Price$39.14
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
JBAVX vs RLBAX Comparison Chart in %
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JBAVX vs. RLBAX commentary
Nov 14, 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: 268B vs. JBAVX (6.33B). JBAVX pays higher dividends than RLBAX: JBAVX (1.79) vs RLBAX (1.08). 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 : 13.31 vs. RLBAX (9.08). JBAVX return over 5 years is better than : 48.05 vs. RLBAX (36.92).
| 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 | 15.519 | 15.481 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 268B | 2% |
| Annual Yield % from dividends | 1.79 | 1.08 | 165% |
| Returns for 1 year | 13.31 | 9.08 | 147% |
| Returns for 3 years | 50.16 | 40.52 | 124% |
| Returns for 5 years | 48.05 | 36.92 | 130% |
| Returns for 10 years | 105.79 | 69.99 | 151% |
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