JBAVX
Price
$30.39
Change
+$0.11 (+0.36%)
Updated
Jul 3 closing price
Net Assets
5.92B
RLBGX
Price
$36.90
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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JBAVX vs RLBGX

Header iconJBAVX vs RLBGX Comparison
Open Charts JBAVX vs RLBGXBanner chart's image
JHancock Balanced R5
Price$30.39
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets5.92B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JBAVX vs RLBGX Comparison Chart in %
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JBAVX vs. RLBGX commentary
Jul 07, 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 RLBGX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. JBAVX (5.92B). RLBGX pays higher dividends than JBAVX: RLBGX (2.15) vs JBAVX (1.89). JBAVX was incepted earlier than RLBGX: JBAVX (17 years) vs RLBGX (16 years). JBAVX (0.68) is less costly to investors than RLBGX (0.25). JBAVX is a more actively managed with annual turnover of: 67.00 vs. RLBGX (44.00). JBAVX has a lower initial minimum investment than RLBGX: JBAVX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 8.24 vs. JBAVX (7.54). JBAVX return over 5 years is better than : 49.64 vs. RLBGX (43.50).
JBAVXRLBGXJBAVX / RLBGX
Total Expense Ratio0.670.25268%
Annual Report Gross Expense Ratio0.680.25272%
Fund Existence17 years16 years-
Gain YTD6.9478.25984%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets5.92B252B2%
Annual Yield % from dividends1.892.1588%
Returns for 1 year7.548.2491%
Returns for 3 years40.9536.31113%
Returns for 5 years49.6443.50114%
Returns for 10 years85.8968.54125%
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