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JBAVX vs RLEFX
JBAVX vs RLEFX Comparison
Open Charts JBAVX vs RLEFX
JHancock Balanced R5
Price$29.60
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JBAVX vs RLEFX Comparison Chart
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JBAVX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. JBAVX (5.75B). RLEFX pays higher dividends than JBAVX: RLEFX (2.09) vs JBAVX (1.90). 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). RLEFX (5.49) and JBAVX (5.25) have marching annual gain over last year. JBAVX return over 5 years is better than : 48.28 vs. RLEFX (39.46).
| 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 | 3.609 | 4.524 | 80% |
| 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 | 2.09 | 91% |
| Returns for 1 year | 5.25 | 5.49 | 96% |
| Returns for 3 years | 38.37 | 33.28 | 115% |
| Returns for 5 years | 48.28 | 39.46 | 122% |
| Returns for 10 years | 77.10 | N/A | - |
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