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JBAFX vs RLBGX
JBAFX vs RLBGX Comparison
Open Charts JBAFX vs RLBGX
JHancock Balanced R4
Price$29.41
Change-$0.04 (-0.14%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.14
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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JBAFX vs RLBGX Comparison Chart
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JBAFX vs. RLBGX commentary
Sep 21, 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 (5.55B). RLBGX pays higher dividends than JBAFX: RLBGX (2.55) vs JBAFX (1.44). JBAFX was incepted earlier than RLBGX: JBAFX (16 years) vs RLBGX (15 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 : 24.80 vs. JBAFX (22.94). JBAFX return over 5 years is better than : 49.27 vs. RLBGX (41.00).
| JBAFX | RLBGX | JBAFX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 12.553 | 14.291 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 236B | 2% |
| Annual Yield % from dividends | 1.44 | 2.55 | 56% |
| Returns for 1 year | 22.94 | 24.80 | 93% |
| Returns for 3 years | 13.52 | 15.69 | 86% |
| Returns for 5 years | 49.27 | 41.00 | 120% |
| Returns for 10 years | 71.47 | 56.90 | 126% |
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