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JBAFX vs RLBFX
JBAFX vs RLBFX Comparison
Open Charts JBAFX vs RLBFX
JHancock Balanced R4
Price$31.21
Change+$0.15 (+0.48%)
VolumeN/A
Net Assets5.97B
American Funds American Balanced R5
Price$37.82
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets255.46B
JBAFX vs RLBFX Comparison Chart in %
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JBAFX vs. RLBFX commentary
Aug 29, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 255B vs. JBAFX (5.97B). RLBFX pays higher dividends than JBAFX: RLBFX (2.08) vs JBAFX (1.68). 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 : 9.12 vs. RLBFX (8.40). JBAFX return over 5 years is better than : 41.27 vs. RLBFX (39.12).
| 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 | 8.967 | 10.801 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.97B | 255B | 2% |
| Annual Yield % from dividends | 1.68 | 2.08 | 81% |
| Returns for 1 year | 9.12 | 8.40 | 109% |
| Returns for 3 years | 38.76 | 36.67 | 106% |
| Returns for 5 years | 41.27 | 39.12 | 106% |
| Returns for 10 years | 92.63 | 77.18 | 120% |
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