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JBAFX vs RLBFX
JBAFX vs RLBFX Comparison
Open Charts JBAFX vs RLBFX
JHancock Balanced R4
Price$30.34
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets5.88B
American Funds American Balanced R5
Price$36.96
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
JBAFX vs RLBFX Comparison Chart in %
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JBAFX vs. RLBFX commentary
Jul 18, 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: 252B vs. JBAFX (5.88B). RLBFX pays higher dividends than JBAFX: RLBFX (2.10) vs JBAFX (1.70). 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). RLBFX annual gain was more profitable for investors over the last year : 7.38 vs. JBAFX (5.94). JBAFX return over 5 years is better than : 44.20 vs. RLBFX (40.71).
| 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 | 6.161 | 8.281 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.88B | 252B | 2% |
| Annual Yield % from dividends | 1.70 | 2.10 | 81% |
| Returns for 1 year | 5.94 | 7.38 | 81% |
| Returns for 3 years | 39.23 | 37.11 | 106% |
| Returns for 5 years | 44.20 | 40.71 | 109% |
| Returns for 10 years | 79.13 | 65.29 | 121% |
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