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JBAFX vs RLBFX
JBAFX vs RLBFX Comparison
Open Charts JBAFX vs RLBFX
JHancock Balanced R4
Price$32.36
Change-$0.37 (-1.13%)
VolumeN/A
Net Assets6.33B
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
JBAFX vs RLBFX Comparison Chart in %
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JBAFX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. JBAFX (6.33B). RLBFX pays higher dividends than JBAFX: RLBFX (1.97) vs JBAFX (1.61). JBAFX was incepted earlier than RLBFX: JBAFX (17 years) vs RLBFX (24 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 : 13.10 vs. RLBFX (10.28). JBAFX return over 5 years is better than : 46.81 vs. RLBFX (43.06).
| 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 | 24 years | - |
| Gain YTD | 15.317 | 16.507 | 93% |
| 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 | 1.97 | 82% |
| Returns for 1 year | 13.10 | 10.28 | 127% |
| Returns for 3 years | 49.32 | 44.74 | 110% |
| Returns for 5 years | 46.81 | 43.06 | 109% |
| Returns for 10 years | 102.85 | 81.39 | 126% |
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