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JBAVX vs RLEFX
JBAVX vs RLEFX Comparison
Open Charts JBAVX vs RLEFX
JHancock Balanced R5
Price$30.64
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets5.96B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
JBAVX vs RLEFX Comparison Chart in %
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JBAVX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. JBAVX (5.96B). RLEFX pays higher dividends than JBAVX: RLEFX (2.01) vs JBAVX (1.89). JBAVX was incepted earlier than RLEFX: JBAVX (17 years) vs RLEFX (10 years). JBAVX (0.68) is less costly to investors than RLEFX (0.39). JBAVX is a more actively managed with annual turnover of: 67.00 vs. RLEFX (44.00). JBAVX has a lower initial minimum investment than RLEFX: JBAVX (0) vs RLEFX (250). JBAVX (10.73) and RLEFX (10.46) have marching annual gain over last year. JBAVX return over 5 years is better than : 47.30 vs. RLEFX (40.77).
| JBAVX | RLEFX | JBAVX / RLEFX | |
| Total Expense Ratio | 0.67 | 0.39 | 172% |
| Annual Report Gross Expense Ratio | 0.68 | 0.39 | 174% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 7.826 | 9.133 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.96B | 254B | 2% |
| Annual Yield % from dividends | 1.89 | 2.01 | 94% |
| Returns for 1 year | 10.73 | 10.46 | 103% |
| Returns for 3 years | 39.95 | 35.42 | 113% |
| Returns for 5 years | 47.30 | 40.77 | 116% |
| Returns for 10 years | 86.42 | N/A | - |
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