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JBAFX vs RLBGX
JBAFX vs RLBGX Comparison
Open Charts JBAFX vs RLBGX
JHancock Balanced R4
Price$29.10
Change-$0.24 (-0.82%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.17
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
JBAFX vs RLBGX Comparison Chart
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JBAFX vs. RLBGX commentary
Nov 18, 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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. JBAFX (5.53B). RLBGX pays higher dividends than JBAFX: RLBGX (2.55) vs JBAFX (1.44). JBAFX was incepted earlier than RLBGX: JBAFX (16 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JBAFX (62.00). JBAFX has a lower initial minimum investment than RLBGX: JBAFX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 21.31 vs. JBAFX (18.63). JBAFX return over 5 years is better than : 45.41 vs. RLBGX (36.78).
| JBAFX | RLBGX | JBAFX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 11.857 | 14.385 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.53B | 236B | 2% |
| Annual Yield % from dividends | 1.44 | 2.55 | 56% |
| Returns for 1 year | 18.63 | 21.31 | 87% |
| Returns for 3 years | 9.96 | 11.30 | 88% |
| Returns for 5 years | 45.41 | 36.78 | 123% |
| Returns for 10 years | 66.92 | 53.54 | 125% |