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JBAFX vs RLBEX
JBAFX vs RLBEX Comparison
Open Charts JBAFX vs RLBEX
JHancock Balanced R4
Price$30.28
Change-$0.13 (-0.43%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$35.01
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
JBAFX vs RLBEX Comparison Chart
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JBAFX vs. RLBEX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 230B vs. JBAFX (5.79B). RLBEX pays higher dividends than JBAFX: RLBEX (2.24) vs JBAFX (1.44). JBAFX was incepted earlier than RLBEX: JBAFX (16 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JBAFX (62.00). 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 : 17.42 vs. RLBEX (12.54). JBAFX return over 5 years is better than : 49.81 vs. RLBEX (32.64).
| JBAFX | RLBEX | JBAFX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 16.393 | 11.518 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79B | 230B | 3% |
| Annual Yield % from dividends | 1.44 | 2.24 | 64% |
| Returns for 1 year | 17.42 | 12.54 | 139% |
| Returns for 3 years | 17.12 | 11.73 | 146% |
| Returns for 5 years | 49.81 | 32.64 | 153% |
| Returns for 10 years | 78.79 | 48.28 | 163% |