JBAFX
Price
$31.57
Change
+$0.10 (+0.32%)
Updated
Sep 26 closing price
Net Assets
6.12B
RLBBX
Price
$38.19
Change
+$0.11 (+0.29%)
Updated
Sep 26 closing price
Net Assets
262.75B
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JBAFX vs RLBBX

Header iconJBAFX vs RLBBX Comparison
Open Charts JBAFX vs RLBBXBanner chart's image
JHancock Balanced R4
Price$31.57
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets6.12B
American Funds American Balanced R2
Price$38.19
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
JBAFX vs RLBBX Comparison Chart in %
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JBAFX vs. RLBBX commentary
Sep 28, 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 Hold.

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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. JBAFX (6.12B). JBAFX pays higher dividends than RLBBX: JBAFX (1.66) vs RLBBX (1.15). 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 : 9.31 vs. RLBBX (7.30). JBAFX return over 5 years is better than : 48.77 vs. RLBBX (40.04).
JBAFXRLBBXJBAFX / RLBBX
Total Expense Ratio0.871.3266%
Annual Report Gross Expense Ratio0.981.3274%
Fund Existence17 years23 years-
Gain YTD11.23012.55389%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets6.12B263B2%
Annual Yield % from dividends1.661.15145%
Returns for 1 year9.317.30128%
Returns for 3 years53.9348.20112%
Returns for 5 years48.7740.04122%
Returns for 10 years104.0274.60139%
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