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JBAFX vs RLBAX
JBAFX vs RLBAX Comparison
Open Charts JBAFX vs RLBAX
JHancock Balanced R4
Price$30.28
Change-$0.13 (-0.43%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$34.76
Change-$0.19 (-0.54%)
VolumeN/A
CapitalizationN/A
JBAFX vs RLBAX Comparison Chart
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JBAFX vs. RLBAX commentary
Dec 19, 2024
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 StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 230B vs. JBAFX (5.79B). 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 : 17.42 vs. RLBAX (11.90). JBAFX return over 5 years is better than : 49.81 vs. RLBAX (28.83).
| 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 | 16.393 | 10.911 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79B | 230B | 3% |
| Annual Yield % from dividends | 1.44 | 1.59 | 91% |
| Returns for 1 year | 17.42 | 11.90 | 146% |
| Returns for 3 years | 17.12 | 10.12 | 169% |
| Returns for 5 years | 49.81 | 28.83 | 173% |
| Returns for 10 years | 78.79 | 40.93 | 192% |
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