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JBAFX vs RLBCX
JBAFX vs RLBCX Comparison
Open Charts JBAFX vs RLBCX
JHancock Balanced R4
Price$28.34
Change-$0.46 (-1.60%)
VolumeN/A
Net Assets5.64B
American Funds American Balanced R3
Price$33.88
Change-$0.55 (-1.60%)
VolumeN/A
Net Assets237.28B
JBAFX vs RLBCX Comparison Chart
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JBAFX vs. RLBCX commentary
Mar 11, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 237B vs. JBAFX (5.64B). RLBCX (1.65) and JBAFX (1.60) have matching dividends . 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). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JBAFX (67.00). 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 : 5.71 vs. RLBCX (4.82). JBAFX return over 5 years is better than : 47.17 vs. RLBCX (32.76).
| 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 | 0.209 | 0.938 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 237B | 2% |
| Annual Yield % from dividends | 1.60 | 1.65 | 97% |
| Returns for 1 year | 5.71 | 4.82 | 118% |
| Returns for 3 years | 21.08 | 16.52 | 128% |
| Returns for 5 years | 47.17 | 32.76 | 144% |
| Returns for 10 years | 71.50 | 50.74 | 141% |
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