Interact to see
Advertisement
Advertisement
JBAFX vs RLBBX
JBAFX vs RLBBX Comparison
Open Charts JBAFX vs RLBBX
JHancock Balanced R4
Price$32.97
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets6.36B
American Funds American Balanced R2
Price$39.47
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JBAFX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBAFX vs. RLBBX commentary
Dec 04, 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 StrongBuy and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. JBAFX (6.37B). JBAFX pays higher dividends than RLBBX: JBAFX (1.58) vs RLBBX (1.07). JBAFX was incepted earlier than RLBBX: JBAFX (17 years) vs RLBBX (24 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 : 11.85 vs. RLBBX (8.46). JBAFX return over 5 years is better than : 45.01 vs. RLBBX (34.82).
| 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 | 24 years | - |
| Gain YTD | 15.670 | 15.795 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.37B | 269B | 2% |
| Annual Yield % from dividends | 1.58 | 1.07 | 148% |
| Returns for 1 year | 11.85 | 8.46 | 140% |
| Returns for 3 years | 46.22 | 37.33 | 124% |
| Returns for 5 years | 45.01 | 34.82 | 129% |
| Returns for 10 years | 100.30 | 66.69 | 150% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement