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JBAFX vs RLBCX
JBAFX vs RLBCX Comparison
Open Charts JBAFX vs RLBCX
JHancock Balanced R4
Price$30.28
Change-$0.13 (-0.43%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
JBAFX vs RLBCX Comparison Chart
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JBAFX vs. RLBCX 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 230B vs. JBAFX (5.79B). RLBCX pays higher dividends than JBAFX: RLBCX (1.98) vs JBAFX (1.44). JBAFX was incepted earlier than RLBCX: JBAFX (16 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JBAFX (62.00). JBAFX has a lower initial minimum investment than RLBCX: JBAFX (0) vs RLBCX (250). JBAFX annual gain was more profitable for investors over the last year : 17.42 vs. RLBCX (12.29). JBAFX return over 5 years is better than : 49.81 vs. RLBCX (31.08).
| JBAFX | RLBCX | JBAFX / RLBCX | |
| 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 | 11.296 | 145% |
| 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 | 1.98 | 73% |
| Returns for 1 year | 17.42 | 12.29 | 142% |
| Returns for 3 years | 17.12 | 11.08 | 154% |
| Returns for 5 years | 49.81 | 31.08 | 160% |
| Returns for 10 years | 78.79 | 44.10 | 179% |
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