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JBAFX vs RLBCX
JBAFX vs RLBCX Comparison
Open Charts JBAFX vs RLBCX
JHancock Balanced R4
Price$32.36
Change-$0.37 (-1.13%)
VolumeN/A
Net Assets6.33B
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
JBAFX vs RLBCX Comparison Chart in %
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JBAFX vs. RLBCX commentary
Nov 14, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. JBAFX (6.33B). JBAFX pays higher dividends than RLBCX: JBAFX (1.61) vs RLBCX (1.46). JBAFX was incepted earlier than RLBCX: JBAFX (17 years) vs RLBCX (23 years). JBAFX (0.98) is less costly to investors than RLBCX (0.89). JBAFX is a more actively managed with annual turnover of: 67.00 vs. RLBCX (44.00). JBAFX has a lower initial minimum investment than RLBCX: JBAFX (0) vs RLBCX (250). JBAFX annual gain was more profitable for investors over the last year : 13.10 vs. RLBCX (9.58). JBAFX return over 5 years is better than : 46.81 vs. RLBCX (39.44).
| 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 | 23 years | - |
| Gain YTD | 15.317 | 15.928 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 269B | 2% |
| Annual Yield % from dividends | 1.61 | 1.46 | 110% |
| Returns for 1 year | 13.10 | 9.58 | 137% |
| Returns for 3 years | 49.32 | 42.30 | 117% |
| Returns for 5 years | 46.81 | 39.44 | 119% |
| Returns for 10 years | 102.85 | 74.61 | 138% |
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