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JBAFX vs RLBAX
JBAFX vs RLBAX Comparison
Open Charts JBAFX vs RLBAX
JHancock Balanced R4
Price$31.93
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets6.2B
American Funds American Balanced R1
Price$38.56
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
JBAFX vs RLBAX Comparison Chart in %
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JBAFX vs. RLBAX commentary
Oct 09, 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: 266B vs. JBAFX (6.2B). JBAFX pays higher dividends than RLBAX: JBAFX (1.65) vs RLBAX (1.10). 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). JBAFX annual gain was more profitable for investors over the last year : 12.49 vs. RLBAX (9.12). JBAFX return over 5 years is better than : 47.36 vs. RLBAX (38.04).
| 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 | 12.745 | 13.770 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 266B | 2% |
| Annual Yield % from dividends | 1.65 | 1.10 | 150% |
| Returns for 1 year | 12.49 | 9.12 | 137% |
| Returns for 3 years | 54.03 | 47.98 | 113% |
| Returns for 5 years | 47.36 | 38.04 | 125% |
| Returns for 10 years | 98.22 | 68.72 | 143% |
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