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JBAFX vs RLBEX
JBAFX vs RLBEX Comparison
Open Charts JBAFX vs RLBEX
JHancock Balanced R4
Price$27.91
Change+$0.45 (+1.64%)
VolumeN/A
Net Assets5.36B
American Funds American Balanced R4
Price$33.64
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
JBAFX vs RLBEX Comparison Chart
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JBAFX vs. RLBEX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 227B vs. JBAFX (5.36B). RLBEX pays higher dividends than JBAFX: RLBEX (1.97) vs JBAFX (1.77). JBAFX was incepted earlier than RLBEX: JBAFX (17 years) vs RLBEX (23 years). JBAFX (0.98) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JBAFX (67.00). JBAFX has a lower initial minimum investment than RLBEX: JBAFX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 4.15 vs. JBAFX (1.77). JBAFX return over 5 years is better than : 42.50 vs. RLBEX (35.73).
| JBAFX | RLBEX | JBAFX / RLBEX | |
| Total Expense Ratio | 0.87 | 0.60 | 145% |
| Annual Report Gross Expense Ratio | 0.98 | 0.60 | 163% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -4.131 | -1.536 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 227B | 2% |
| Annual Yield % from dividends | 1.77 | 1.97 | 90% |
| Returns for 1 year | 1.77 | 4.15 | 43% |
| Returns for 3 years | 16.78 | 14.44 | 116% |
| Returns for 5 years | 42.50 | 35.73 | 119% |
| Returns for 10 years | 59.68 | 48.99 | 122% |
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