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JBAFX vs RLBAX
JBAFX vs RLBAX Comparison
Open Charts JBAFX vs RLBAX
JHancock Balanced R4
Price$29.59
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R1
Price$35.45
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
JBAFX vs RLBAX Comparison Chart
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JBAFX vs. RLBAX commentary
Jun 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 JBAFX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 243B vs. JBAFX (5.72B). JBAFX pays higher dividends than RLBAX: JBAFX (1.71) vs RLBAX (1.23). 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). RLBAX annual gain was more profitable for investors over the last year : 6.30 vs. JBAFX (5.41). JBAFX return over 5 years is better than : 43.17 vs. RLBAX (30.57).
| 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 | 3.026 | 4.364 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 243B | 2% |
| Annual Yield % from dividends | 1.71 | 1.23 | 139% |
| Returns for 1 year | 5.41 | 6.30 | 86% |
| Returns for 3 years | 26.89 | 20.02 | 134% |
| Returns for 5 years | 43.17 | 30.57 | 141% |
| Returns for 10 years | 74.66 | 52.75 | 142% |
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