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JBAVX vs RLBBX
JBAVX vs RLBBX Comparison
Open Charts JBAVX vs RLBBX
JHancock Balanced R5
Price$29.60
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
JBAVX vs RLBBX Comparison Chart
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JBAVX vs. RLBBX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. JBAVX (5.75B). JBAVX pays higher dividends than RLBBX: JBAVX (1.90) vs RLBBX (1.23). 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 : 5.25 vs. RLBBX (4.47). JBAVX return over 5 years is better than : 48.28 vs. RLBBX (34.04).
| JBAVX | RLBBX | JBAVX / RLBBX | |
| Total Expense Ratio | 0.67 | 1.32 | 51% |
| Annual Report Gross Expense Ratio | 0.68 | 1.32 | 52% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 3.609 | 4.082 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 244B | 2% |
| Annual Yield % from dividends | 1.90 | 1.23 | 155% |
| Returns for 1 year | 5.25 | 4.47 | 117% |
| Returns for 3 years | 38.37 | 30.06 | 128% |
| Returns for 5 years | 48.28 | 34.04 | 142% |
| Returns for 10 years | 77.10 | 51.22 | 151% |
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