JBAFX
Price
$30.34
Change
+$0.08 (+0.26%)
Updated
Jul 17 closing price
Net Assets
5.88B
RLBAX
Price
$36.54
Change
+$0.09 (+0.25%)
Updated
Jul 17 closing price
Net Assets
251.77B
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JBAFX vs RLBAX

Header iconJBAFX vs RLBAX Comparison
Open Charts JBAFX vs RLBAXBanner chart's image
JHancock Balanced R4
Price$30.34
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets5.88B
American Funds American Balanced R1
Price$36.54
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
JBAFX vs RLBAX Comparison Chart in %
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JBAFX vs. RLBAX commentary
Jul 18, 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.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. JBAFX (5.88B). JBAFX pays higher dividends than RLBAX: JBAFX (1.70) vs RLBAX (1.18). 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 (6.23) and JBAFX (5.94) have marching annual gain over last year. JBAFX return over 5 years is better than : 44.20 vs. RLBAX (34.69).
JBAFXRLBAXJBAFX / RLBAX
Total Expense Ratio0.871.3166%
Annual Report Gross Expense Ratio0.981.3175%
Fund Existence17 years23 years-
Gain YTD6.1617.71080%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets5.88B252B2%
Annual Yield % from dividends1.701.18144%
Returns for 1 year5.946.2395%
Returns for 3 years39.2333.46117%
Returns for 5 years44.2034.69127%
Returns for 10 years79.1355.43143%
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