Interact to see
Advertisement
Advertisement
JBAFX vs RLBCX
JBAFX vs RLBCX Comparison
Open Charts JBAFX vs RLBCX
JHancock Balanced R4
Price$31.93
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets6.2B
American Funds American Balanced R3
Price$38.68
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
JBAFX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBAFX vs. RLBCX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. JBAFX (6.2B). JBAFX pays higher dividends than RLBCX: JBAFX (1.65) vs RLBCX (1.49). 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 : 12.49 vs. RLBCX (9.62). JBAFX return over 5 years is better than : 47.36 vs. RLBCX (40.56).
| 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 | 12.745 | 14.158 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 266B | 2% |
| Annual Yield % from dividends | 1.65 | 1.49 | 111% |
| Returns for 1 year | 12.49 | 9.62 | 130% |
| Returns for 3 years | 54.03 | 49.82 | 108% |
| Returns for 5 years | 47.36 | 40.56 | 117% |
| Returns for 10 years | 98.22 | 73.29 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement