JBAVX
Price
$30.64
Change
+$0.09 (+0.29%)
Updated
Jul 25 closing price
Net Assets
5.96B
RLBGX
Price
$37.23
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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JBAVX vs RLBGX

Header iconJBAVX vs RLBGX Comparison
Open Charts JBAVX vs RLBGXBanner chart's image
JHancock Balanced R5
Price$30.64
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets5.96B
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JBAVX vs RLBGX Comparison Chart in %
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JBAVX vs. RLBGX commentary
Jul 28, 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: 254B vs. JBAVX (5.96B). 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). JBAVX (10.73) and RLBGX (10.64) have marching annual gain over last year. JBAVX return over 5 years is better than : 47.30 vs. RLBGX (41.65).
JBAVXRLBGXJBAVX / RLBGX
Total Expense Ratio0.670.25268%
Annual Report Gross Expense Ratio0.680.25272%
Fund Existence17 years16 years-
Gain YTD7.8269.22885%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets5.96B254B2%
Annual Yield % from dividends1.892.1588%
Returns for 1 year10.7310.64101%
Returns for 3 years39.9535.96111%
Returns for 5 years47.3041.65114%
Returns for 10 years86.4268.54126%
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