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JBAFX vs RLBCX
JBAFX vs RLBCX Comparison
Open Charts JBAFX vs RLBCX
JHancock Balanced R4
Price$30.66
Change+$0.15 (+0.49%)
VolumeN/A
Net Assets5.95B
American Funds American Balanced R3
Price$36.79
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
JBAFX vs RLBCX Comparison Chart in %
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JBAFX vs. RLBCX commentary
Aug 08, 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 StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 253B vs. JBAFX (5.95B). JBAFX pays higher dividends than RLBCX: JBAFX (1.68) vs RLBCX (1.56). JBAFX was incepted earlier than RLBCX: JBAFX (17 years) vs RLBCX (23 years). JBAFX (0.98) is less costly to investors than RLBCX (0.89). JBAFX is a more actively managed with annual turnover of: 67.00 vs. RLBCX (44.00). 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 : 11.70 vs. RLBCX (11.04). JBAFX return over 5 years is better than : 41.79 vs. RLBCX (34.79).
| JBAFX | RLBCX | JBAFX / RLBCX | |
| Total Expense Ratio | 0.87 | 0.89 | 98% |
| Annual Report Gross Expense Ratio | 0.98 | 0.89 | 110% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 7.038 | 8.359 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95B | 253B | 2% |
| Annual Yield % from dividends | 1.68 | 1.56 | 108% |
| Returns for 1 year | 11.70 | 11.04 | 106% |
| Returns for 3 years | 34.36 | 29.84 | 115% |
| Returns for 5 years | 41.79 | 34.79 | 120% |
| Returns for 10 years | 83.58 | 60.65 | 138% |
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