Ad is loading...
JBAFX vs RLBAX
JBAFX vs RLBAX Comparison
Open Charts JBAFX vs RLBAX
JHancock Balanced R4
Price$29.36
Change-$0.28 (-0.94%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
JBAFX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JBAFX vs. RLBAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. JBAFX (5.75B). RLBAX pays higher dividends than JBAFX: RLBAX (1.59) vs JBAFX (1.44). JBAFX was incepted earlier than RLBAX: JBAFX (16 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. JBAFX (62.00). 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 : 9.30 vs. RLBAX (8.36). JBAFX return over 5 years is better than : 42.18 vs. RLBAX (26.04).
| JBAFX | RLBAX | JBAFX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 2.157 | 2.764 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 242B | 2% |
| Annual Yield % from dividends | 1.44 | 1.59 | 91% |
| Returns for 1 year | 9.30 | 8.36 | 111% |
| Returns for 3 years | 21.23 | 15.63 | 136% |
| Returns for 5 years | 42.18 | 26.04 | 162% |
| Returns for 10 years | 71.03 | 46.53 | 153% |