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JBAVX vs RLBFX
JBAVX vs RLBFX Comparison
Open Charts JBAVX vs RLBFX
JHancock Balanced R5
Price$32.29
Change-$0.38 (-1.16%)
VolumeN/A
Net Assets6.33B
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
JBAVX vs RLBFX Comparison Chart in %
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JBAVX vs. RLBFX commentary
Nov 14, 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. JBAVX (6.33B). RLBFX pays higher dividends than JBAVX: RLBFX (1.97) vs JBAVX (1.79). 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). JBAVX annual gain was more profitable for investors over the last year : 13.31 vs. RLBFX (10.28). JBAVX return over 5 years is better than : 48.05 vs. RLBFX (43.06).
| 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 | 15.519 | 16.507 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 269B | 2% |
| Annual Yield % from dividends | 1.79 | 1.97 | 91% |
| Returns for 1 year | 13.31 | 10.28 | 129% |
| Returns for 3 years | 50.16 | 44.74 | 112% |
| Returns for 5 years | 48.05 | 43.06 | 112% |
| Returns for 10 years | 105.79 | 81.39 | 130% |
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