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JBAVX vs RLBFX
JBAVX vs RLBFX Comparison
Open Charts JBAVX vs RLBFX
JHancock Balanced R5
Price$31.81
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
JBAVX vs RLBFX Comparison Chart in %
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JBAVX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. JBAVX (6.16B). RLBFX pays higher dividends than JBAVX: RLBFX (2.00) vs JBAVX (1.83). JBAVX was incepted earlier than RLBFX: JBAVX (17 years) vs RLBFX (23 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). JBAVX annual gain was more profitable for investors over the last year : 10.97 vs. RLBFX (9.05). JBAVX return over 5 years is better than : 46.80 vs. RLBFX (43.90).
| 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 | 23 years | - |
| Gain YTD | 12.478 | 14.890 | 84% |
| 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 | 2.00 | 92% |
| Returns for 1 year | 10.97 | 9.05 | 121% |
| Returns for 3 years | 53.00 | 51.85 | 102% |
| Returns for 5 years | 46.80 | 43.90 | 107% |
| Returns for 10 years | 99.72 | 78.80 | 127% |
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