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JBAFX vs RLBFX
JBAFX vs RLBFX Comparison
Open Charts JBAFX vs RLBFX
JHancock Balanced R4
Price$32.97
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets6.36B
American Funds American Balanced R5
Price$39.94
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JBAFX vs RLBFX Comparison Chart in %
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JBAFX vs. RLBFX 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. JBAFX (6.37B). RLBFX pays higher dividends than JBAFX: RLBFX (1.93) vs JBAFX (1.58). 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 : 11.85 vs. RLBFX (9.63). JBAFX return over 5 years is better than : 45.01 vs. RLBFX (40.86).
| 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 | 15.670 | 16.889 | 93% |
| 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 | 1.93 | 82% |
| Returns for 1 year | 11.85 | 9.63 | 123% |
| Returns for 3 years | 46.22 | 41.38 | 112% |
| Returns for 5 years | 45.01 | 40.86 | 110% |
| Returns for 10 years | 100.30 | 77.79 | 129% |
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