Interact to see
Advertisement
Advertisement
JBAFX vs RLBAX
JBAFX vs RLBAX Comparison
Open Charts JBAFX vs RLBAX
JHancock Balanced R4
Price$29.71
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets6.3B
American Funds American Balanced R1
Price$37.28
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets269.37B
JBAFX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBAFX vs. RLBAX commentary
Dec 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. JBAFX (6.3B). JBAFX pays higher dividends than RLBAX: JBAFX (1.58) vs RLBAX (1.07). 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: 67.00 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 : 8.53 vs. JBAFX (3.24). JBAFX (30.76) and RLBAX (30.69) have equivalent 5 years return.
| 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 | 4.677 | 9.993 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 269B | 2% |
| Annual Yield % from dividends | 1.58 | 1.07 | 148% |
| Returns for 1 year | 3.24 | 8.53 | 38% |
| Returns for 3 years | 37.27 | 34.81 | 107% |
| Returns for 5 years | 30.76 | 30.69 | 100% |
| Returns for 10 years | 89.45 | 65.92 | 136% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| DEXE.X | 3.004649 | 0.064556 | +2.20% |
| DeXe cryptocurrency | |||
| CLV.X | 0.004583 | 0.000067 | +1.48% |
| CLV cryptocurrency | |||
| BUSD.X | 0.999216 | -0.000753 | -0.08% |
| BUSD cryptocurrency | |||
| BTC.X | 87234.740000 | -377.218750 | -0.43% |
| Bitcoin cryptocurrency | |||
| AGLD.X | 0.256541 | -0.006427 | -2.44% |
| Adventure Gold cryptocurrency | |||