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JBAFX vs RLEFX
JBAFX vs RLEFX Comparison
Open Charts JBAFX vs RLEFX
JHancock Balanced R4
Price$29.41
Change-$0.04 (-0.14%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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JBAFX vs RLEFX Comparison Chart
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JBAFX vs. RLEFX 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. JBAFX (5.55B). RLEFX pays higher dividends than JBAFX: RLEFX (2.42) vs JBAFX (1.44). JBAFX was incepted earlier than RLEFX: JBAFX (16 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JBAFX (62.00). JBAFX has a lower initial minimum investment than RLEFX: JBAFX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 24.64 vs. JBAFX (22.94). JBAFX return over 5 years is better than : 49.27 vs. RLEFX (40.23).
| JBAFX | RLEFX | JBAFX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 12.553 | 14.180 | 89% |
| 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 | 2.42 | 60% |
| Returns for 1 year | 22.94 | 24.64 | 93% |
| Returns for 3 years | 13.52 | 15.33 | 88% |
| Returns for 5 years | 49.27 | 40.23 | 122% |
| Returns for 10 years | 71.47 | N/A | - |
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