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JBAFX vs RLBFX
JBAFX vs RLBFX Comparison
Open Charts JBAFX vs RLBFX
JHancock Balanced R4
Price$31.93
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets6.2B
American Funds American Balanced R5
Price$39.00
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
JBAFX vs RLBFX Comparison Chart in %
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JBAFX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. JBAFX (6.2B). RLBFX pays higher dividends than JBAFX: RLBFX (2.00) vs JBAFX (1.65). JBAFX was incepted earlier than RLBFX: JBAFX (17 years) vs RLBFX (23 years). JBAFX (0.98) is less costly to investors than RLBFX (0.29). JBAFX is a more actively managed with annual turnover of: 67.00 vs. RLBFX (44.00). JBAFX has a lower initial minimum investment than RLBFX: JBAFX (0) vs RLBFX (250). JBAFX annual gain was more profitable for investors over the last year : 12.49 vs. RLBFX (10.30). JBAFX return over 5 years is better than : 47.36 vs. RLBFX (44.24).
| JBAFX | RLBFX | JBAFX / RLBFX | |
| Total Expense Ratio | 0.87 | 0.29 | 300% |
| Annual Report Gross Expense Ratio | 0.98 | 0.29 | 338% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 12.745 | 14.654 | 87% |
| 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 | 2.00 | 82% |
| Returns for 1 year | 12.49 | 10.30 | 121% |
| Returns for 3 years | 54.03 | 52.37 | 103% |
| Returns for 5 years | 47.36 | 44.24 | 107% |
| Returns for 10 years | 98.22 | 79.97 | 123% |
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