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JBAVX vs RLBFX
JBAVX vs RLBFX Comparison
Open Charts JBAVX vs RLBFX
JHancock Balanced R5
Price$29.67
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets6.32B
American Funds American Balanced R5
Price$37.75
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
JBAVX vs RLBFX Comparison Chart in %
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JBAVX vs. RLBFX 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. JBAVX (6.32B). RLBFX pays higher dividends than JBAVX: RLBFX (1.93) vs JBAVX (1.76). 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: 67.00 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 : 9.39 vs. JBAVX (3.36). RLBFX return over 5 years is better than : 36.42 vs. JBAVX (31.94).
| 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 | 4.911 | 10.980 | 45% |
| 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 | 1.93 | 91% |
| Returns for 1 year | 3.36 | 9.39 | 36% |
| Returns for 3 years | 38.51 | 39.23 | 98% |
| Returns for 5 years | 31.94 | 36.42 | 88% |
| Returns for 10 years | 91.62 | 76.59 | 120% |
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