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JBAVX vs RLBBX
JBAVX vs RLBBX Comparison
Open Charts JBAVX vs RLBBX
JHancock Balanced R5
Price$30.39
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets5.92B
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JBAVX vs RLBBX Comparison Chart in %
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JBAVX vs. RLBBX commentary
Jul 07, 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: 252B vs. JBAVX (5.92B). JBAVX pays higher dividends than RLBBX: JBAVX (1.89) vs RLBBX (1.17). 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 : 7.54 vs. RLBBX (7.05). JBAVX return over 5 years is better than : 49.64 vs. RLBBX (37.07).
| 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 | 6.947 | 7.674 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 252B | 2% |
| Annual Yield % from dividends | 1.89 | 1.17 | 161% |
| Returns for 1 year | 7.54 | 7.05 | 107% |
| Returns for 3 years | 40.95 | 32.48 | 126% |
| Returns for 5 years | 49.64 | 37.07 | 134% |
| Returns for 10 years | 85.89 | 58.03 | 148% |
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