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JBAFX vs RLBEX
JBAFX vs RLBEX Comparison
Open Charts JBAFX vs RLBEX
JHancock Balanced R4
Price$31.87
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JBAFX vs RLBEX Comparison Chart in %
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JBAFX vs. RLBEX commentary
Oct 19, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 265B vs. JBAFX (6.16B). RLBEX pays higher dividends than JBAFX: RLBEX (1.74) vs JBAFX (1.65). JBAFX was incepted earlier than RLBEX: JBAFX (17 years) vs RLBEX (23 years). JBAFX (0.98) is less costly to investors than RLBEX (0.59). JBAFX is a more actively managed with annual turnover of: 67.00 vs. RLBEX (44.00). JBAFX has a lower initial minimum investment than RLBEX: JBAFX (0) vs RLBEX (250). JBAFX annual gain was more profitable for investors over the last year : 10.73 vs. RLBEX (8.70). JBAFX return over 5 years is better than : 45.57 vs. RLBEX (42.04).
| JBAFX | RLBEX | JBAFX / RLBEX | |
| Total Expense Ratio | 0.87 | 0.59 | 147% |
| Annual Report Gross Expense Ratio | 0.98 | 0.59 | 166% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 12.287 | 14.631 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 265B | 2% |
| Annual Yield % from dividends | 1.65 | 1.74 | 95% |
| Returns for 1 year | 10.73 | 8.70 | 123% |
| Returns for 3 years | 52.14 | 50.52 | 103% |
| Returns for 5 years | 45.57 | 42.04 | 108% |
| Returns for 10 years | 96.88 | 77.69 | 125% |
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