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JBAFX vs RLBCX
JBAFX vs RLBCX Comparison
Open Charts JBAFX vs RLBCX
JHancock Balanced R4
Price$30.07
Change-$1.92 (-6.00%)
VolumeN/A
Net Assets6.37B
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
JBAFX vs RLBCX Comparison Chart in %
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JBAFX vs. RLBCX commentary
Feb 04, 2026
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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. JBAFX (6.37B). JBAFX (1.68) and RLBCX (1.62) have matching dividends . JBAFX was incepted earlier than RLBCX: JBAFX (17 years) vs RLBCX (24 years). JBAFX (0.98) is less costly to investors than RLBCX (0.89). JBAFX is a more actively managed with annual turnover of: 71.00 vs. RLBCX (44.00). JBAFX has a lower initial minimum investment than RLBCX: JBAFX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 10.97 vs. JBAFX (3.69). RLBCX return over 5 years is better than : 33.82 vs. JBAFX (29.31).
| JBAFX | RLBCX | JBAFX / RLBCX | |
| Total Expense Ratio | 0.87 | 0.89 | 98% |
| Annual Report Gross Expense Ratio | 0.98 | 0.89 | 110% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 1.829 | 2.445 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.37B | 270B | 2% |
| Annual Yield % from dividends | 1.68 | 1.62 | 104% |
| Returns for 1 year | 3.69 | 10.97 | 34% |
| Returns for 3 years | 33.48 | 35.49 | 94% |
| Returns for 5 years | 29.31 | 33.82 | 87% |
| Returns for 10 years | 105.55 | 84.49 | 125% |
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