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JBAFX vs RLBAX
JBAFX vs RLBAX Comparison
Open Charts JBAFX vs RLBAX
JHancock Balanced R4
Price$30.66
Change+$0.15 (+0.49%)
VolumeN/A
Net Assets5.95B
American Funds American Balanced R1
Price$36.68
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets253.12B
JBAFX vs RLBAX Comparison Chart in %
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JBAFX vs. RLBAX commentary
Aug 08, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 253B vs. JBAFX (5.95B). JBAFX pays higher dividends than RLBAX: JBAFX (1.68) vs RLBAX (1.17). 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 : 11.70 vs. RLBAX (9.95). JBAFX return over 5 years is better than : 41.79 vs. RLBAX (32.40).
| 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 | 7.038 | 8.123 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95B | 253B | 2% |
| Annual Yield % from dividends | 1.68 | 1.17 | 144% |
| Returns for 1 year | 11.70 | 9.95 | 118% |
| Returns for 3 years | 34.36 | 28.66 | 120% |
| Returns for 5 years | 41.79 | 32.40 | 129% |
| Returns for 10 years | 83.58 | 57.80 | 145% |
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