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JBAFX vs RLBEX
JBAFX vs RLBEX Comparison
Open Charts JBAFX vs RLBEX
JHancock Balanced R4
Price$32.97
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets6.36B
American Funds American Balanced R4
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JBAFX vs RLBEX Comparison Chart in %
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JBAFX vs. RLBEX 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 RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. JBAFX (6.37B). RLBEX pays higher dividends than JBAFX: RLBEX (1.68) vs JBAFX (1.58). 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 : 11.85 vs. RLBEX (9.28). JBAFX return over 5 years is better than : 45.01 vs. RLBEX (39.06).
| 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 | 15.670 | 16.574 | 95% |
| 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 | 1.68 | 94% |
| Returns for 1 year | 11.85 | 9.28 | 128% |
| Returns for 3 years | 46.22 | 40.19 | 115% |
| Returns for 5 years | 45.01 | 39.06 | 115% |
| Returns for 10 years | 100.30 | 76.67 | 131% |
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