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JBAVX vs RLBAX
JBAVX vs RLBAX Comparison
Open Charts JBAVX vs RLBAX
JHancock Balanced R5
Price$30.01
Change-$1.91 (-5.98%)
VolumeN/A
Net Assets6.37B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
JBAVX vs RLBAX Comparison Chart in %
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JBAVX vs. RLBAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. JBAVX (6.37B). JBAVX pays higher dividends than RLBAX: JBAVX (1.87) vs RLBAX (1.22). 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: 71.00 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 : 10.45 vs. JBAVX (3.90). RLBAX (31.35) and JBAVX (30.40) 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 | 1.832 | 2.371 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.37B | 270B | 2% |
| Annual Yield % from dividends | 1.87 | 1.22 | 153% |
| Returns for 1 year | 3.90 | 10.45 | 37% |
| Returns for 3 years | 34.24 | 33.63 | 102% |
| Returns for 5 years | 30.40 | 31.35 | 97% |
| Returns for 10 years | 108.60 | 79.34 | 137% |
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