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JBAFX vs RLBEX
JBAFX vs RLBEX Comparison
Open Charts JBAFX vs RLBEX
JHancock Balanced R4
Price$31.93
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets6.2B
American Funds American Balanced R4
Price$38.86
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
JBAFX vs RLBEX Comparison Chart in %
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JBAFX vs. RLBEX commentary
Oct 09, 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. JBAFX (6.2B). RLBEX pays higher dividends than JBAFX: RLBEX (1.74) vs JBAFX (1.65). 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 : 12.49 vs. RLBEX (9.95). JBAFX return over 5 years is better than : 47.36 vs. RLBEX (42.38).
| 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 | 12.745 | 14.396 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 266B | 2% |
| Annual Yield % from dividends | 1.65 | 1.74 | 95% |
| Returns for 1 year | 12.49 | 9.95 | 125% |
| Returns for 3 years | 54.03 | 51.09 | 106% |
| Returns for 5 years | 47.36 | 42.38 | 112% |
| Returns for 10 years | 98.22 | 78.78 | 125% |
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