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JBAFX vs RLBEX
JBAFX vs RLBEX Comparison
Open Charts JBAFX vs RLBEX
JHancock Balanced R4
Price$32.04
Change-$0.12 (-0.37%)
VolumeN/A
Net Assets6.22B
American Funds American Balanced R4
Price$38.63
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
JBAFX vs RLBEX Comparison Chart in %
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JBAFX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 264B vs. JBAFX (6.22B). RLBEX pays higher dividends than JBAFX: RLBEX (1.71) vs JBAFX (1.61). 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 : 12.12 vs. RLBEX (8.82). JBAFX return over 5 years is better than : 44.25 vs. RLBEX (38.00).
| 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 | 13.309 | 13.718 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 264B | 2% |
| Annual Yield % from dividends | 1.61 | 1.71 | 94% |
| Returns for 1 year | 12.12 | 8.82 | 137% |
| Returns for 3 years | 46.47 | 40.62 | 114% |
| Returns for 5 years | 44.25 | 38.00 | 116% |
| Returns for 10 years | 95.89 | 72.83 | 132% |
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