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JBAVX vs RLBBX
JBAVX vs RLBBX Comparison
Open Charts JBAVX vs RLBBX
JHancock Balanced R5
Price$31.81
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
JBAVX vs RLBBX Comparison Chart in %
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JBAVX vs. RLBBX commentary
Oct 19, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. JBAVX (6.16B). JBAVX pays higher dividends than RLBBX: JBAVX (1.83) vs RLBBX (1.11). 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 : 10.97 vs. RLBBX (7.84). JBAVX return over 5 years is better than : 46.80 vs. RLBBX (37.69).
| 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 | 12.478 | 13.938 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 266B | 2% |
| Annual Yield % from dividends | 1.83 | 1.11 | 166% |
| Returns for 1 year | 10.97 | 7.84 | 140% |
| Returns for 3 years | 53.00 | 47.43 | 112% |
| Returns for 5 years | 46.80 | 37.69 | 124% |
| Returns for 10 years | 99.72 | 67.64 | 147% |
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