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JBAFX vs RLBCX
JBAFX vs RLBCX Comparison
Open Charts JBAFX vs RLBCX
JHancock Balanced R4
Price$32.04
Change-$0.12 (-0.37%)
VolumeN/A
Net Assets6.22B
American Funds American Balanced R3
Price$38.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
JBAFX vs RLBCX Comparison Chart in %
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JBAFX vs. RLBCX commentary
Nov 20, 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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. JBAFX (6.22B). JBAFX pays higher dividends than RLBCX: JBAFX (1.61) vs RLBCX (1.46). 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 : 12.12 vs. RLBCX (8.46). JBAFX return over 5 years is better than : 44.25 vs. RLBCX (36.24).
| 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 | 13.309 | 13.420 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 263B | 2% |
| Annual Yield % from dividends | 1.61 | 1.46 | 110% |
| Returns for 1 year | 12.12 | 8.46 | 143% |
| Returns for 3 years | 46.47 | 39.37 | 118% |
| Returns for 5 years | 44.25 | 36.24 | 122% |
| Returns for 10 years | 95.89 | 67.41 | 142% |
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