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JBAFX vs RLBCX
JBAFX vs RLBCX Comparison
Open Charts JBAFX vs RLBCX
JHancock Balanced R4
Price$30.34
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets5.88B
American Funds American Balanced R3
Price$36.65
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
JBAFX vs RLBCX Comparison Chart in %
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JBAFX vs. RLBCX commentary
Jul 18, 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: 252B vs. JBAFX (5.88B). JBAFX pays higher dividends than RLBCX: JBAFX (1.70) vs RLBCX (1.57). 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 : 6.69 vs. JBAFX (5.94). JBAFX return over 5 years is better than : 44.20 vs. RLBCX (37.12).
| 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 | 6.161 | 7.946 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.88B | 252B | 2% |
| Annual Yield % from dividends | 1.70 | 1.57 | 108% |
| Returns for 1 year | 5.94 | 6.69 | 89% |
| Returns for 3 years | 39.23 | 34.94 | 112% |
| Returns for 5 years | 44.20 | 37.12 | 119% |
| Returns for 10 years | 79.13 | 59.39 | 133% |
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