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JBAFX vs RLBCX
JBAFX vs RLBCX Comparison
Open Charts JBAFX vs RLBCX
JHancock Balanced R4
Price$27.49
Change+$1.31 (+5.00%)
VolumeN/A
Net Assets5.12B
American Funds American Balanced R3
Price$33.25
Change+$1.61 (+5.09%)
VolumeN/A
Net Assets228.54B
JBAFX vs RLBCX Comparison Chart
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JBAFX vs. RLBCX commentary
Apr 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: 229B vs. JBAFX (5.12B). JBAFX (1.77) and RLBCX (1.69) 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). RLBCX annual gain was more profitable for investors over the last year : -3.89 vs. JBAFX (-5.25). JBAFX return over 5 years is better than : 39.39 vs. RLBCX (28.45).
| 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 | -8.600 | -7.023 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 229B | 2% |
| Annual Yield % from dividends | 1.77 | 1.69 | 105% |
| Returns for 1 year | -5.25 | -3.89 | 135% |
| Returns for 3 years | 7.27 | 4.21 | 173% |
| Returns for 5 years | 39.39 | 28.45 | 138% |
| Returns for 10 years | 53.03 | 37.45 | 142% |