JBAVX
Price
$31.50
Change
+$0.18 (+0.57%)
Updated
Sep 8 closing price
Net Assets
6.08B
RLBBX
Price
$37.78
Change
+$0.15 (+0.40%)
Updated
Sep 8 closing price
Net Assets
259.11B
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JBAVX vs RLBBX

Header iconJBAVX vs RLBBX Comparison
Open Charts JBAVX vs RLBBXBanner chart's image
JHancock Balanced R5
Price$31.50
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets6.08B
American Funds American Balanced R2
Price$37.78
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JBAVX vs RLBBX Comparison Chart in %
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JBAVX vs. RLBBX 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 RLBBX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 259B vs. JBAVX (6.08B). JBAVX pays higher dividends than RLBBX: JBAVX (1.85) vs RLBBX (1.15). JBAVX was incepted earlier than RLBBX: JBAVX (17 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than JBAVX (0.68). JBAVX is a more actively managed with annual turnover of: 67.00 vs. RLBBX (44.00). JBAVX has a lower initial minimum investment than RLBBX: JBAVX (0) vs RLBBX (250). JBAVX annual gain was more profitable for investors over the last year : 13.15 vs. RLBBX (10.88). JBAVX return over 5 years is better than : 46.78 vs. RLBBX (36.32).
JBAVXRLBBXJBAVX / RLBBX
Total Expense Ratio0.671.3251%
Annual Report Gross Expense Ratio0.681.3252%
Fund Existence17 years23 years-
Gain YTD10.85311.23797%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets6.08B259B2%
Annual Yield % from dividends1.851.15161%
Returns for 1 year13.1510.88121%
Returns for 3 years41.5534.51120%
Returns for 5 years46.7836.32129%
Returns for 10 years99.2568.91144%
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