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JBAFX vs RLBFX
JBAFX vs RLBFX Comparison
Open Charts JBAFX vs RLBFX
JHancock Balanced R4
Price$30.66
Change+$0.15 (+0.49%)
VolumeN/A
Net Assets5.95B
American Funds American Balanced R5
Price$37.12
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
JBAFX vs RLBFX Comparison Chart in %
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JBAFX vs. RLBFX commentary
Aug 08, 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: 253B vs. JBAFX (5.95B). 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). RLBFX (11.75) and JBAFX (11.70) have marching annual gain over last year. JBAFX return over 5 years is better than : 41.79 vs. RLBFX (38.32).
| 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 | 7.038 | 8.750 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95B | 253B | 2% |
| Annual Yield % from dividends | 1.68 | 2.08 | 81% |
| Returns for 1 year | 11.70 | 11.75 | 100% |
| Returns for 3 years | 34.36 | 31.94 | 108% |
| Returns for 5 years | 41.79 | 38.32 | 109% |
| Returns for 10 years | 83.58 | 66.67 | 125% |
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