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JBAFX vs RLBBX
JBAFX vs RLBBX Comparison
Open Charts JBAFX vs RLBBX
JHancock Balanced R4
Price$27.51
Change-$0.87 (-3.07%)
VolumeN/A
Net Assets5.57B
American Funds American Balanced R2
Price$33.21
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
JBAFX vs RLBBX Comparison Chart
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JBAFX vs. RLBBX 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 RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 235B vs. JBAFX (5.57B). 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). JBAFX annual gain was more profitable for investors over the last year : 2.86 vs. RLBBX (0.60). JBAFX return over 5 years is better than : 61.01 vs. RLBBX (41.66).
| 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 | -0.919 | -2.343 | 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 | 140% |
| Returns for 1 year | 2.86 | 0.60 | 478% |
| Returns for 3 years | 14.44 | 7.26 | 199% |
| Returns for 5 years | 61.01 | 41.66 | 146% |
| Returns for 10 years | 67.19 | 41.83 | 161% |
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