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JBAFX vs RLBAX
JBAFX vs RLBAX Comparison
Open Charts JBAFX vs RLBAX
JHancock Balanced R4
Price$28.21
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets5.5B
American Funds American Balanced R1
Price$33.71
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets231.91B
JBAFX vs RLBAX Comparison Chart
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JBAFX vs. RLBAX commentary
May 02, 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: 232B vs. JBAFX (5.5B). JBAFX pays higher dividends than RLBAX: JBAFX (1.77) vs RLBAX (1.27). 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 : 5.23 vs. JBAFX (4.89). JBAFX return over 5 years is better than : 46.84 vs. RLBAX (33.18).
| 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 | -1.547 | -0.758 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.5B | 232B | 2% |
| Annual Yield % from dividends | 1.77 | 1.27 | 139% |
| Returns for 1 year | 4.89 | 5.23 | 94% |
| Returns for 3 years | 22.63 | 16.19 | 140% |
| Returns for 5 years | 46.84 | 33.18 | 141% |
| Returns for 10 years | 64.24 | 42.93 | 150% |
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