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JBAVX vs RLBCX
JBAVX vs RLBCX Comparison
Open Charts JBAVX vs RLBCX
JHancock Balanced R5
Price$29.67
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets6.32B
American Funds American Balanced R3
Price$37.42
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JBAVX vs RLBCX Comparison Chart in %
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JBAVX vs. RLBCX commentary
Dec 27, 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. JBAVX (6.32B). JBAVX pays higher dividends than RLBCX: JBAVX (1.76) vs RLBCX (1.44). JBAVX was incepted earlier than RLBCX: JBAVX (17 years) vs RLBCX (24 years). RLBCX (0.89) is less costly to investors than JBAVX (0.68). JBAVX is a more actively managed with annual turnover of: 67.00 vs. RLBCX (44.00). JBAVX has a lower initial minimum investment than RLBCX: JBAVX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 8.81 vs. JBAVX (3.36). RLBCX (33.04) and JBAVX (31.94) have equivalent 5 years return.
| JBAVX | RLBCX | JBAVX / RLBCX | |
| Total Expense Ratio | 0.67 | 0.89 | 75% |
| Annual Report Gross Expense Ratio | 0.68 | 0.89 | 76% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 4.911 | 10.439 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 269B | 2% |
| Annual Yield % from dividends | 1.76 | 1.44 | 122% |
| Returns for 1 year | 3.36 | 8.81 | 38% |
| Returns for 3 years | 38.51 | 36.85 | 105% |
| Returns for 5 years | 31.94 | 33.04 | 97% |
| Returns for 10 years | 91.62 | 69.88 | 131% |
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