Interact to see
Advertisement
Advertisement
JBAVX vs RLEFX
JBAVX vs RLEFX Comparison
Open Charts JBAVX vs RLEFX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 6.947 | 8.164 | 85% |
| 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 | 2.01 | 94% |
| Returns for 1 year | 7.54 | 8.07 | 93% |
| Returns for 3 years | 40.95 | 35.76 | 115% |
| Returns for 5 years | 49.64 | 42.56 | 117% |
| Returns for 10 years | 85.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GGOUX | 23.60 | 0.35 | +1.51% |
| Goldman Sachs Mid Cap Growth R6 | |||
| EGWRX | 18.07 | 0.26 | +1.46% |
| Allspring Discovery Small Cap Gr R6 | |||
| FKAIX | 51.76 | 0.48 | +0.94% |
| Federated Hermes Kaufmann Small Cap IS | |||
| CNGFX | 67.16 | 0.60 | +0.90% |
| American Funds New Economy 529F | |||
| MLVHX | 19.56 | 0.11 | +0.57% |
| MFS Low Volatility Equity I | |||