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JBAVX vs RLBGX
JBAVX vs RLBGX Comparison
Open Charts JBAVX vs RLBGX
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.
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).
| 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 | 6.947 | 8.259 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 252B | 2% |
| Annual Yield % from dividends | 1.89 | 2.15 | 88% |
| Returns for 1 year | 7.54 | 8.24 | 91% |
| Returns for 3 years | 40.95 | 36.31 | 113% |
| Returns for 5 years | 49.64 | 43.50 | 114% |
| Returns for 10 years | 85.89 | 68.54 | 125% |
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