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JBAFX vs RLBCX
JBAFX vs RLBCX Comparison
Open Charts JBAFX vs RLBCX
JHancock Balanced R4
Price$29.71
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets6.3B
American Funds American Balanced R3
Price$37.39
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets269.37B
JBAFX vs RLBCX Comparison Chart in %
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JBAFX vs. RLBCX commentary
Dec 27, 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 Hold and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. JBAFX (6.3B). JBAFX pays higher dividends than RLBCX: JBAFX (1.58) vs RLBCX (1.44). 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: 67.00 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 : 8.88 vs. JBAFX (3.24). RLBCX return over 5 years is better than : 32.94 vs. JBAFX (30.76).
| 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 | 4.677 | 10.350 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 269B | 2% |
| Annual Yield % from dividends | 1.58 | 1.44 | 110% |
| Returns for 1 year | 3.24 | 8.88 | 36% |
| Returns for 3 years | 37.27 | 36.46 | 102% |
| Returns for 5 years | 30.76 | 32.94 | 93% |
| Returns for 10 years | 89.45 | 70.46 | 127% |
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