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JBAFX vs RLBFX
JBAFX vs RLBFX Comparison
Open Charts JBAFX vs RLBFX
JHancock Balanced R4
Price$29.59
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R5
Price$35.91
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
JBAFX vs RLBFX Comparison Chart
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JBAFX vs. RLBFX commentary
Jun 07, 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: 243B vs. JBAFX (5.72B). RLBFX pays higher dividends than JBAFX: RLBFX (2.18) vs JBAFX (1.71). 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 : 7.43 vs. JBAFX (5.41). JBAFX return over 5 years is better than : 43.17 vs. RLBFX (36.46).
| 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 | 3.026 | 4.819 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 243B | 2% |
| Annual Yield % from dividends | 1.71 | 2.18 | 78% |
| Returns for 1 year | 5.41 | 7.43 | 73% |
| Returns for 3 years | 26.89 | 23.09 | 116% |
| Returns for 5 years | 43.17 | 36.46 | 118% |
| Returns for 10 years | 74.66 | 62.07 | 120% |
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