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JBAFX vs RLBAX
JBAFX vs RLBAX Comparison
Open Charts JBAFX vs RLBAX
JHancock Balanced R4
Price$32.97
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets6.36B
American Funds American Balanced R1
Price$39.42
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JBAFX vs RLBAX Comparison Chart in %
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JBAFX vs. RLBAX commentary
Dec 04, 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 StrongBuy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. JBAFX (6.37B). 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). JBAFX annual gain was more profitable for investors over the last year : 11.85 vs. RLBAX (8.44). JBAFX return over 5 years is better than : 45.01 vs. RLBAX (34.78).
| 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 | 15.670 | 15.776 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.37B | 269B | 2% |
| Annual Yield % from dividends | 1.58 | 1.07 | 148% |
| Returns for 1 year | 11.85 | 8.44 | 140% |
| Returns for 3 years | 46.22 | 37.26 | 124% |
| Returns for 5 years | 45.01 | 34.78 | 129% |
| Returns for 10 years | 100.30 | 66.67 | 150% |
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