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JBAFX vs RLBFX
JBAFX vs RLBFX Comparison
Open Charts JBAFX vs RLBFX
JHancock Balanced R4
Price$27.49
Change+$1.31 (+5.00%)
VolumeN/A
Net Assets5.12B
American Funds American Balanced R5
Price$33.53
Change+$1.63 (+5.11%)
VolumeN/A
Net Assets228.54B
JBAFX vs RLBFX Comparison Chart
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JBAFX vs. RLBFX commentary
Apr 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: 229B vs. JBAFX (5.12B). RLBFX pays higher dividends than JBAFX: RLBFX (2.26) vs JBAFX (1.77). 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). RLBFX annual gain was more profitable for investors over the last year : -3.29 vs. JBAFX (-5.25). JBAFX return over 5 years is better than : 39.39 vs. RLBFX (31.81).
| 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 | -8.600 | -6.886 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 229B | 2% |
| Annual Yield % from dividends | 1.77 | 2.26 | 79% |
| Returns for 1 year | -5.25 | -3.29 | 159% |
| Returns for 3 years | 7.27 | 5.75 | 126% |
| Returns for 5 years | 39.39 | 31.81 | 124% |
| Returns for 10 years | 53.03 | 42.36 | 125% |
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