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JBAFX vs RLBBX
JBAFX vs RLBBX Comparison
Open Charts JBAFX vs RLBBX
JHancock Balanced R4
Price$27.91
Change+$0.45 (+1.64%)
VolumeN/A
Net Assets5.36B
American Funds American Balanced R2
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
JBAFX vs RLBBX Comparison Chart
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JBAFX vs. RLBBX commentary
Apr 25, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 227B vs. JBAFX (5.36B). JBAFX pays higher dividends than RLBBX: JBAFX (1.77) vs RLBBX (1.27). JBAFX was incepted earlier than RLBBX: JBAFX (17 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than JBAFX (0.98). RLBBX is a more actively managed with annual turnover of: 171.00 vs. JBAFX (67.00). JBAFX has a lower initial minimum investment than RLBBX: JBAFX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 3.40 vs. JBAFX (1.77). JBAFX return over 5 years is better than : 42.50 vs. RLBBX (31.54).
| JBAFX | RLBBX | JBAFX / RLBBX | |
| 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 | -4.131 | -1.755 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 227B | 2% |
| Annual Yield % from dividends | 1.77 | 1.27 | 140% |
| Returns for 1 year | 1.77 | 3.40 | 52% |
| Returns for 3 years | 16.78 | 12.44 | 135% |
| Returns for 5 years | 42.50 | 31.54 | 135% |
| Returns for 10 years | 59.68 | 41.09 | 145% |