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JBAFX vs RLBCX
JBAFX vs RLBCX Comparison
Open Charts JBAFX vs RLBCX
JHancock Balanced R4
Price$29.59
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R3
Price$35.58
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
JBAFX vs RLBCX Comparison Chart
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JBAFX vs. RLBCX commentary
Jun 07, 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: 243B vs. JBAFX (5.72B). JBAFX (1.71) and RLBCX (1.63) 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). 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). RLBCX annual gain was more profitable for investors over the last year : 6.77 vs. JBAFX (5.41). JBAFX return over 5 years is better than : 43.17 vs. RLBCX (32.95).
| 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 | 3.026 | 4.555 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 243B | 2% |
| Annual Yield % from dividends | 1.71 | 1.63 | 105% |
| Returns for 1 year | 5.41 | 6.77 | 80% |
| Returns for 3 years | 26.89 | 21.28 | 126% |
| Returns for 5 years | 43.17 | 32.95 | 131% |
| Returns for 10 years | 74.66 | 56.45 | 132% |
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