Interact to see
Advertisement
Advertisement
JBAFX vs RLBBX
JBAFX vs RLBBX Comparison
Open Charts JBAFX vs RLBBX
JHancock Balanced R4
Price$31.87
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
JBAFX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBAFX vs. RLBBX 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. JBAFX (6.16B). JBAFX pays higher dividends than RLBBX: JBAFX (1.65) vs RLBBX (1.11). JBAFX was incepted earlier than RLBBX: JBAFX (17 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than JBAFX (0.98). JBAFX is a more actively managed with annual turnover of: 67.00 vs. RLBBX (44.00). JBAFX has a lower initial minimum investment than RLBBX: JBAFX (0) vs RLBBX (250). JBAFX annual gain was more profitable for investors over the last year : 10.73 vs. RLBBX (7.84). JBAFX return over 5 years is better than : 45.57 vs. RLBBX (37.69).
| JBAFX | RLBBX | JBAFX / RLBBX | |
| Total Expense Ratio | 0.87 | 1.32 | 66% |
| Annual Report Gross Expense Ratio | 0.98 | 1.32 | 74% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 12.287 | 13.938 | 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 | 1.11 | 149% |
| Returns for 1 year | 10.73 | 7.84 | 137% |
| Returns for 3 years | 52.14 | 47.43 | 110% |
| Returns for 5 years | 45.57 | 37.69 | 121% |
| Returns for 10 years | 96.88 | 67.64 | 143% |