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JBAFX vs RLBFX
JBAFX vs RLBFX Comparison
Open Charts JBAFX vs RLBFX
JHancock Balanced R4
Price$30.28
Change-$0.13 (-0.43%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$35.13
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
JBAFX vs RLBFX Comparison Chart
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JBAFX vs. RLBFX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 230B vs. JBAFX (5.79B). 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). JBAFX annual gain was more profitable for investors over the last year : 17.42 vs. RLBFX (12.81). JBAFX return over 5 years is better than : 49.81 vs. RLBFX (34.29).
| 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 | 16.393 | 11.792 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79B | 230B | 3% |
| Annual Yield % from dividends | 1.44 | 2.50 | 57% |
| Returns for 1 year | 17.42 | 12.81 | 136% |
| Returns for 3 years | 17.12 | 12.40 | 138% |
| Returns for 5 years | 49.81 | 34.29 | 145% |
| Returns for 10 years | 78.79 | 48.83 | 161% |
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