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JBAFX vs RLBFX
JBAFX vs RLBFX Comparison
Open Charts JBAFX vs RLBFX
JHancock Balanced R4
Price$29.36
Change-$0.28 (-0.94%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JBAFX vs RLBFX Comparison Chart
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JBAFX vs. RLBFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. JBAFX (5.75B). RLBFX pays higher dividends than JBAFX: RLBFX (2.50) vs JBAFX (1.44). JBAFX was incepted earlier than RLBFX: JBAFX (16 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JBAFX (62.00). JBAFX has a lower initial minimum investment than RLBFX: JBAFX (0) vs RLBFX (250). RLBFX (9.54) and JBAFX (9.30) have marching annual gain over last year. JBAFX return over 5 years is better than : 42.18 vs. RLBFX (31.70).
| JBAFX | RLBFX | JBAFX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 2.157 | 2.908 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 242B | 2% |
| Annual Yield % from dividends | 1.44 | 2.50 | 57% |
| Returns for 1 year | 9.30 | 9.54 | 98% |
| Returns for 3 years | 21.23 | 18.32 | 116% |
| Returns for 5 years | 42.18 | 31.70 | 133% |
| Returns for 10 years | 71.03 | 55.11 | 129% |
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