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JBAVX vs RLBFX
JBAVX vs RLBFX Comparison
Open Charts JBAVX vs RLBFX
JHancock Balanced R5
Price$30.01
Change-$1.91 (-5.98%)
VolumeN/A
Net Assets6.37B
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
JBAVX vs RLBFX Comparison Chart in %
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JBAVX vs. RLBFX commentary
Feb 04, 2026
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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. JBAVX (6.37B). RLBFX pays higher dividends than JBAVX: RLBFX (2.13) vs JBAVX (1.87). JBAVX was incepted earlier than RLBFX: JBAVX (17 years) vs RLBFX (24 years). JBAVX (0.68) is less costly to investors than RLBFX (0.29). JBAVX is a more actively managed with annual turnover of: 71.00 vs. RLBFX (44.00). JBAVX has a lower initial minimum investment than RLBFX: JBAVX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 11.69 vs. JBAVX (3.90). RLBFX return over 5 years is better than : 37.38 vs. JBAVX (30.40).
| JBAVX | RLBFX | JBAVX / RLBFX | |
| Total Expense Ratio | 0.67 | 0.29 | 231% |
| Annual Report Gross Expense Ratio | 0.68 | 0.29 | 234% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 1.832 | 2.503 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.37B | 270B | 2% |
| Annual Yield % from dividends | 1.87 | 2.13 | 88% |
| Returns for 1 year | 3.90 | 11.69 | 33% |
| Returns for 3 years | 34.24 | 38.02 | 90% |
| Returns for 5 years | 30.40 | 37.38 | 81% |
| Returns for 10 years | 108.60 | 91.94 | 118% |
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