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JBAFX vs RLBAX
JBAFX vs RLBAX Comparison
Open Charts JBAFX vs RLBAX
JHancock Balanced R4
Price$30.07
Change-$1.92 (-6.00%)
VolumeN/A
Net Assets6.37B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
JBAFX vs RLBAX Comparison Chart in %
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JBAFX vs. RLBAX commentary
Feb 04, 2026
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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. JBAFX (6.37B). JBAFX pays higher dividends than RLBAX: JBAFX (1.68) vs RLBAX (1.22). JBAFX was incepted earlier than RLBAX: JBAFX (17 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than JBAFX (0.98). JBAFX is a more actively managed with annual turnover of: 71.00 vs. RLBAX (44.00). JBAFX has a lower initial minimum investment than RLBAX: JBAFX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 10.45 vs. JBAFX (3.69). RLBAX return over 5 years is better than : 31.35 vs. JBAFX (29.31).
| JBAFX | RLBAX | JBAFX / RLBAX | |
| Total Expense Ratio | 0.87 | 1.31 | 66% |
| Annual Report Gross Expense Ratio | 0.98 | 1.31 | 75% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 1.829 | 2.371 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.37B | 270B | 2% |
| Annual Yield % from dividends | 1.68 | 1.22 | 138% |
| Returns for 1 year | 3.69 | 10.45 | 35% |
| Returns for 3 years | 33.48 | 33.63 | 100% |
| Returns for 5 years | 29.31 | 31.35 | 94% |
| Returns for 10 years | 105.55 | 79.34 | 133% |
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