JBAVX
Price
$30.39
Change
+$0.11 (+0.36%)
Updated
Jul 3 closing price
Net Assets
5.92B
RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
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JBAVX vs RLEFX

Header iconJBAVX vs RLEFX Comparison
Open Charts JBAVX vs RLEFXBanner chart's image
JHancock Balanced R5
Price$30.39
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets5.92B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JBAVX vs RLEFX Comparison Chart in %
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JBAVX vs. RLEFX 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 RLEFX is a Buy.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. JBAVX (5.92B). 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). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. JBAVX (7.54). JBAVX return over 5 years is better than : 49.64 vs. RLEFX (42.56).
JBAVXRLEFXJBAVX / RLEFX
Total Expense Ratio0.670.39172%
Annual Report Gross Expense Ratio0.680.39174%
Fund Existence17 years10 years-
Gain YTD6.9478.16485%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets5.92B252B2%
Annual Yield % from dividends1.892.0194%
Returns for 1 year7.548.0793%
Returns for 3 years40.9535.76115%
Returns for 5 years49.6442.56117%
Returns for 10 years85.89N/A-
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