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JBAFX vs RLBAX
JBAFX vs RLBAX Comparison
Open Charts JBAFX vs RLBAX
JHancock Balanced R4
Price$27.51
Change-$0.87 (-3.07%)
VolumeN/A
Net Assets5.57B
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
JBAFX vs RLBAX Comparison Chart
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JBAFX vs. RLBAX commentary
Apr 04, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. JBAFX (5.57B). 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 (1.33) is less costly to investors than JBAFX (0.98). RLBAX is a more actively managed with annual turnover of: 171.00 vs. JBAFX (67.00). 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 : 2.86 vs. RLBAX (0.57). JBAFX return over 5 years is better than : 61.01 vs. RLBAX (41.60).
| JBAFX | RLBAX | JBAFX / RLBAX | |
| Total Expense Ratio | 0.87 | 1.33 | 65% |
| Annual Report Gross Expense Ratio | 0.98 | 1.33 | 74% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -0.919 | -2.348 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.57B | 235B | 2% |
| Annual Yield % from dividends | 1.77 | 1.27 | 139% |
| Returns for 1 year | 2.86 | 0.57 | 502% |
| Returns for 3 years | 14.44 | 7.24 | 199% |
| Returns for 5 years | 61.01 | 41.60 | 147% |
| Returns for 10 years | 67.19 | 41.83 | 161% |
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