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JBAVX vs RLBGX
JBAVX vs RLBGX Comparison
Open Charts JBAVX vs RLBGX
JHancock Balanced R5
Price$29.60
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JBAVX vs RLBGX Comparison Chart
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JBAVX vs. RLBGX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. JBAVX (5.75B). RLBGX pays higher dividends than JBAVX: RLBGX (2.23) vs JBAVX (1.90). 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 : 5.63 vs. JBAVX (5.25). JBAVX return over 5 years is better than : 48.28 vs. RLBGX (40.35).
| JBAVX | RLBGX | JBAVX / RLBGX | |
| Total Expense Ratio | 0.67 | 0.25 | 268% |
| Annual Report Gross Expense Ratio | 0.68 | 0.25 | 272% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 3.609 | 4.592 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 244B | 2% |
| Annual Yield % from dividends | 1.90 | 2.23 | 85% |
| Returns for 1 year | 5.25 | 5.63 | 93% |
| Returns for 3 years | 38.37 | 33.78 | 114% |
| Returns for 5 years | 48.28 | 40.35 | 120% |
| Returns for 10 years | 77.10 | 60.87 | 127% |
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