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JBAFX vs RLBBX
JBAFX vs RLBBX Comparison
Open Charts JBAFX vs RLBBX
JHancock Balanced R4
Price$29.65
Change-$0.24 (-0.80%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
JBAFX vs RLBBX Comparison Chart
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JBAFX vs. RLBBX commentary
Jun 16, 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: 244B vs. JBAFX (5.75B). JBAFX pays higher dividends than RLBBX: JBAFX (1.71) vs RLBBX (1.23). 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 : 5.03 vs. RLBBX (4.47). JBAFX return over 5 years is better than : 47.13 vs. RLBBX (34.04).
| 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 | 3.515 | 4.082 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 244B | 2% |
| Annual Yield % from dividends | 1.71 | 1.23 | 139% |
| Returns for 1 year | 5.03 | 4.47 | 112% |
| Returns for 3 years | 37.71 | 30.06 | 125% |
| Returns for 5 years | 47.13 | 34.04 | 138% |
| Returns for 10 years | 74.67 | 51.22 | 146% |
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