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JBAFX vs RLBAX
JBAFX vs RLBAX Comparison
Open Charts JBAFX vs RLBAX
JHancock Balanced R4
Price$32.17
Change+$0.13 (+0.41%)
VolumeN/A
Net Assets6.19B
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
JBAFX vs RLBAX Comparison Chart in %
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JBAFX vs. RLBAX commentary
Nov 20, 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 JBAFX is a Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. JBAFX (6.19B). JBAFX pays higher dividends than RLBAX: JBAFX (1.61) vs RLBAX (1.08). JBAFX was incepted earlier than RLBAX: JBAFX (17 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than JBAFX (0.98). JBAFX is a more actively managed with annual turnover of: 67.00 vs. RLBAX (44.00). JBAFX has a lower initial minimum investment than RLBAX: JBAFX (0) vs RLBAX (250). JBAFX annual gain was more profitable for investors over the last year : 11.66 vs. RLBAX (8.15). JBAFX return over 5 years is better than : 44.14 vs. RLBAX (34.46).
| JBAFX | RLBAX | JBAFX / RLBAX | |
| Total Expense Ratio | 0.87 | 1.31 | 66% |
| Annual Report Gross Expense Ratio | 0.98 | 1.31 | 75% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 12.886 | 13.298 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.19B | 263B | 2% |
| Annual Yield % from dividends | 1.61 | 1.08 | 149% |
| Returns for 1 year | 11.66 | 8.15 | 143% |
| Returns for 3 years | 45.92 | 38.05 | 121% |
| Returns for 5 years | 44.14 | 34.46 | 128% |
| Returns for 10 years | 95.16 | 63.50 | 150% |
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