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JBAFX vs RLBEX
JBAFX vs RLBEX Comparison
Open Charts JBAFX vs RLBEX
JHancock Balanced R4
Price$31.21
Change+$0.15 (+0.48%)
VolumeN/A
Net Assets5.97B
American Funds American Balanced R4
Price$37.67
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
JBAFX vs RLBEX Comparison Chart in %
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JBAFX vs. RLBEX commentary
Aug 29, 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 StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 255B vs. JBAFX (5.97B). RLBEX pays higher dividends than JBAFX: RLBEX (1.81) vs JBAFX (1.68). JBAFX was incepted earlier than RLBEX: JBAFX (17 years) vs RLBEX (23 years). JBAFX (0.98) is less costly to investors than RLBEX (0.59). JBAFX is a more actively managed with annual turnover of: 67.00 vs. RLBEX (44.00). JBAFX has a lower initial minimum investment than RLBEX: JBAFX (0) vs RLBEX (250). JBAFX annual gain was more profitable for investors over the last year : 9.12 vs. RLBEX (8.05). JBAFX return over 5 years is better than : 41.27 vs. RLBEX (37.36).
| JBAFX | RLBEX | JBAFX / RLBEX | |
| Total Expense Ratio | 0.87 | 0.59 | 147% |
| Annual Report Gross Expense Ratio | 0.98 | 0.59 | 166% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 8.967 | 10.588 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.97B | 255B | 2% |
| Annual Yield % from dividends | 1.68 | 1.81 | 93% |
| Returns for 1 year | 9.12 | 8.05 | 113% |
| Returns for 3 years | 38.76 | 35.56 | 109% |
| Returns for 5 years | 41.27 | 37.36 | 110% |
| Returns for 10 years | 92.63 | 76.23 | 122% |
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