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JBAFX vs RLBEX
JBAFX vs RLBEX Comparison
Open Charts JBAFX vs RLBEX
JHancock Balanced R4
Price$29.59
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R4
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
JBAFX vs RLBEX Comparison Chart
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JBAFX vs. RLBEX commentary
Jun 07, 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: 243B vs. JBAFX (5.72B). RLBEX pays higher dividends than JBAFX: RLBEX (1.90) vs JBAFX (1.71). 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). RLBEX annual gain was more profitable for investors over the last year : 7.11 vs. JBAFX (5.41). JBAFX return over 5 years is better than : 43.17 vs. RLBEX (34.72).
| 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 | 3.026 | 4.698 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 243B | 2% |
| Annual Yield % from dividends | 1.71 | 1.90 | 90% |
| Returns for 1 year | 5.41 | 7.11 | 76% |
| Returns for 3 years | 26.89 | 22.20 | 121% |
| Returns for 5 years | 43.17 | 34.72 | 124% |
| Returns for 10 years | 74.66 | 61.31 | 122% |
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