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JBAVX vs RLBAX
JBAVX vs RLBAX Comparison
Open Charts JBAVX vs RLBAX
JHancock Balanced R5
Price$29.67
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets6.32B
American Funds American Balanced R1
Price$37.31
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JBAVX vs RLBAX Comparison Chart in %
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JBAVX vs. RLBAX commentary
Dec 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. JBAVX (6.32B). 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). RLBAX annual gain was more profitable for investors over the last year : 8.49 vs. JBAVX (3.36). JBAVX (31.94) and RLBAX (30.80) have equivalent 5 years return.
| 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 | 4.911 | 10.082 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 269B | 2% |
| Annual Yield % from dividends | 1.76 | 1.07 | 165% |
| Returns for 1 year | 3.36 | 8.49 | 40% |
| Returns for 3 years | 38.51 | 35.20 | 109% |
| Returns for 5 years | 31.94 | 30.80 | 104% |
| Returns for 10 years | 91.62 | 65.43 | 140% |
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