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JBAFX vs RLBBX
JBAFX vs RLBBX Comparison
Open Charts JBAFX vs RLBBX
JHancock Balanced R4
Price$30.89
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets5.99B
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JBAFX vs RLBBX Comparison Chart in %
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JBAFX vs. RLBBX commentary
Aug 18, 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: 256B vs. JBAFX (5.99B). JBAFX pays higher dividends than RLBBX: JBAFX (1.68) vs RLBBX (1.16). 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 : 9.24 vs. RLBBX (7.14). JBAFX return over 5 years is better than : 43.87 vs. RLBBX (33.77).
| 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 | 8.371 | 9.234 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 256B | 2% |
| Annual Yield % from dividends | 1.68 | 1.16 | 145% |
| Returns for 1 year | 9.24 | 7.14 | 129% |
| Returns for 3 years | 32.14 | 27.06 | 119% |
| Returns for 5 years | 43.87 | 33.77 | 130% |
| Returns for 10 years | 85.08 | 59.09 | 144% |
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