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JBAFX vs RLBFX
JBAFX vs RLBFX Comparison
Open Charts JBAFX vs RLBFX
JHancock Balanced R4
Price$31.87
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JBAFX vs RLBFX Comparison Chart in %
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JBAFX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. JBAFX (6.16B). RLBFX pays higher dividends than JBAFX: RLBFX (2.00) vs JBAFX (1.65). JBAFX was incepted earlier than RLBFX: JBAFX (17 years) vs RLBFX (23 years). JBAFX (0.98) is less costly to investors than RLBFX (0.29). JBAFX is a more actively managed with annual turnover of: 67.00 vs. RLBFX (44.00). JBAFX has a lower initial minimum investment than RLBFX: JBAFX (0) vs RLBFX (250). JBAFX annual gain was more profitable for investors over the last year : 10.73 vs. RLBFX (9.05). JBAFX (45.57) and RLBFX (43.90) have equivalent 5 years return.
| JBAFX | RLBFX | JBAFX / RLBFX | |
| Total Expense Ratio | 0.87 | 0.29 | 300% |
| Annual Report Gross Expense Ratio | 0.98 | 0.29 | 338% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 12.287 | 14.890 | 83% |
| 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 | 2.00 | 82% |
| Returns for 1 year | 10.73 | 9.05 | 119% |
| Returns for 3 years | 52.14 | 51.85 | 101% |
| Returns for 5 years | 45.57 | 43.90 | 104% |
| Returns for 10 years | 96.88 | 78.80 | 123% |
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