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JBAFX vs RLBAX
JBAFX vs RLBAX Comparison
Open Charts JBAFX vs RLBAX
JHancock Balanced R4
Price$31.57
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets6.12B
American Funds American Balanced R1
Price$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
JBAFX vs RLBAX Comparison Chart in %
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JBAFX vs. RLBAX commentary
Sep 28, 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 Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. JBAFX (6.12B). JBAFX pays higher dividends than RLBAX: JBAFX (1.66) vs RLBAX (1.15). JBAFX was incepted earlier than RLBAX: JBAFX (17 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than JBAFX (0.98). JBAFX is a more actively managed with annual turnover of: 67.00 vs. RLBAX (44.00). JBAFX has a lower initial minimum investment than RLBAX: JBAFX (0) vs RLBAX (250). JBAFX annual gain was more profitable for investors over the last year : 9.31 vs. RLBAX (7.27). JBAFX return over 5 years is better than : 48.77 vs. RLBAX (40.00).
| 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 | 23 years | - |
| Gain YTD | 11.230 | 12.531 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 263B | 2% |
| Annual Yield % from dividends | 1.66 | 1.15 | 144% |
| Returns for 1 year | 9.31 | 7.27 | 128% |
| Returns for 3 years | 53.93 | 48.19 | 112% |
| Returns for 5 years | 48.77 | 40.00 | 122% |
| Returns for 10 years | 104.02 | 74.51 | 140% |
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