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JBAFX vs RLBBX
JBAFX vs RLBBX Comparison
Open Charts JBAFX vs RLBBX
JHancock Balanced R4
Price$30.45
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets5.92B
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JBAFX vs RLBBX Comparison Chart in %
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JBAFX vs. RLBBX commentary
Jul 07, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. JBAFX (5.92B). JBAFX pays higher dividends than RLBBX: JBAFX (1.70) vs RLBBX (1.17). 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 (7.31) and RLBBX (7.05) have marching annual gain over last year. JBAFX return over 5 years is better than : 48.42 vs. RLBBX (37.07).
| 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 | 6.827 | 7.674 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 252B | 2% |
| Annual Yield % from dividends | 1.70 | 1.17 | 145% |
| Returns for 1 year | 7.31 | 7.05 | 104% |
| Returns for 3 years | 40.23 | 32.48 | 124% |
| Returns for 5 years | 48.42 | 37.07 | 131% |
| Returns for 10 years | 83.22 | 58.03 | 143% |
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