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JBAFX vs RLBFX
JBAFX vs RLBFX Comparison
Open Charts JBAFX vs RLBFX
JHancock Balanced R4
Price$28.34
Change-$0.46 (-1.60%)
VolumeN/A
Net Assets5.64B
American Funds American Balanced R5
Price$34.14
Change-$0.60 (-1.73%)
VolumeN/A
Net Assets237.28B
JBAFX vs RLBFX Comparison Chart
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JBAFX vs. RLBFX commentary
Mar 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 237B vs. JBAFX (5.64B). RLBFX pays higher dividends than JBAFX: RLBFX (2.19) vs JBAFX (1.60). JBAFX was incepted earlier than RLBFX: JBAFX (17 years) vs RLBFX (23 years). JBAFX (0.98) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JBAFX (67.00). JBAFX has a lower initial minimum investment than RLBFX: JBAFX (0) vs RLBFX (250). JBAFX (5.71) and RLBFX (5.45) have marching annual gain over last year. JBAFX return over 5 years is better than : 47.17 vs. RLBFX (36.21).
| JBAFX | RLBFX | JBAFX / RLBFX | |
| Total Expense Ratio | 0.87 | 0.30 | 290% |
| Annual Report Gross Expense Ratio | 0.98 | 0.30 | 327% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 0.209 | 1.018 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 237B | 2% |
| Annual Yield % from dividends | 1.60 | 2.19 | 73% |
| Returns for 1 year | 5.71 | 5.45 | 105% |
| Returns for 3 years | 21.08 | 18.06 | 117% |
| Returns for 5 years | 47.17 | 36.21 | 130% |
| Returns for 10 years | 71.50 | 55.88 | 128% |
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