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JBAFX vs RLBAX
JBAFX vs RLBAX Comparison
Open Charts JBAFX vs RLBAX
JHancock Balanced R4
Price$31.87
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JBAFX vs RLBAX Comparison Chart in %
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JBAFX vs. RLBAX commentary
Oct 19, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. JBAFX (6.16B). JBAFX pays higher dividends than RLBAX: JBAFX (1.65) vs RLBAX (1.10). 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 : 10.73 vs. RLBAX (7.84). JBAFX return over 5 years is better than : 45.57 vs. RLBAX (37.69).
| 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 | 12.287 | 13.947 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 265B | 2% |
| Annual Yield % from dividends | 1.65 | 1.10 | 150% |
| Returns for 1 year | 10.73 | 7.84 | 137% |
| Returns for 3 years | 52.14 | 47.39 | 110% |
| Returns for 5 years | 45.57 | 37.69 | 121% |
| Returns for 10 years | 96.88 | 67.66 | 143% |
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