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JBAVX vs RLBEX
JBAVX vs RLBEX Comparison
Open Charts JBAVX vs RLBEX
JHancock Balanced R5
Price$32.79
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets6.34B
American Funds American Balanced R4
Price$39.67
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
JBAVX vs RLBEX Comparison Chart in %
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JBAVX vs. RLBEX commentary
Dec 04, 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 StrongBuy and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 271B vs. JBAVX (6.34B). JBAVX (1.76) and RLBEX (1.68) have matching dividends . 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 : 12.09 vs. RLBEX (9.28). JBAVX return over 5 years is better than : 46.27 vs. RLBEX (39.06).
| 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 | 15.908 | 16.574 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 271B | 2% |
| Annual Yield % from dividends | 1.76 | 1.68 | 105% |
| Returns for 1 year | 12.09 | 9.28 | 130% |
| Returns for 3 years | 47.08 | 40.19 | 117% |
| Returns for 5 years | 46.27 | 39.06 | 118% |
| Returns for 10 years | 103.26 | 76.67 | 135% |
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