Ad is loading...
JBAFX vs RLBCX
JBAFX vs RLBCX Comparison
Open Charts JBAFX vs RLBCX
JHancock Balanced R4
Price$29.36
Change-$0.28 (-0.94%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
JBAFX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JBAFX vs. RLBCX commentary
Feb 23, 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: 242B vs. JBAFX (5.75B). RLBCX pays higher dividends than JBAFX: RLBCX (1.98) vs JBAFX (1.44). JBAFX was incepted earlier than RLBCX: JBAFX (16 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JBAFX (62.00). JBAFX has a lower initial minimum investment than RLBCX: JBAFX (0) vs RLBCX (250). JBAFX (9.30) and RLBCX (8.85) have marching annual gain over last year. JBAFX return over 5 years is better than : 42.18 vs. RLBCX (28.37).
| JBAFX | RLBCX | JBAFX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 2.157 | 2.844 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 242B | 2% |
| Annual Yield % from dividends | 1.44 | 1.98 | 73% |
| Returns for 1 year | 9.30 | 8.85 | 105% |
| Returns for 3 years | 21.23 | 16.79 | 126% |
| Returns for 5 years | 42.18 | 28.37 | 149% |
| Returns for 10 years | 71.03 | 50.06 | 142% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers