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JBAVX vs RLBEX
JBAVX vs RLBEX Comparison
Open Charts JBAVX vs RLBEX
JHancock Balanced R5
Price$31.81
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
JBAVX vs RLBEX Comparison Chart in %
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JBAVX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. JBAVX (6.16B). JBAVX pays higher dividends than RLBEX: JBAVX (1.83) vs RLBEX (1.74). JBAVX was incepted earlier than RLBEX: JBAVX (17 years) vs RLBEX (23 years). JBAVX (0.68) is less costly to investors than RLBEX (0.59). JBAVX is a more actively managed with annual turnover of: 67.00 vs. RLBEX (44.00). JBAVX has a lower initial minimum investment than RLBEX: JBAVX (0) vs RLBEX (250). JBAVX annual gain was more profitable for investors over the last year : 10.97 vs. RLBEX (8.70). JBAVX return over 5 years is better than : 46.80 vs. RLBEX (42.04).
| JBAVX | RLBEX | JBAVX / RLBEX | |
| Total Expense Ratio | 0.67 | 0.59 | 114% |
| Annual Report Gross Expense Ratio | 0.68 | 0.59 | 115% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 12.478 | 14.631 | 85% |
| 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 | 1.74 | 105% |
| Returns for 1 year | 10.97 | 8.70 | 126% |
| Returns for 3 years | 53.00 | 50.52 | 105% |
| Returns for 5 years | 46.80 | 42.04 | 111% |
| Returns for 10 years | 99.72 | 77.69 | 128% |
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