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JBAFX vs RLBFX
JBAFX vs RLBFX Comparison
Open Charts JBAFX vs RLBFX
JHancock Balanced R4
Price$30.07
Change-$1.92 (-6.00%)
VolumeN/A
Net Assets6.37B
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
JBAFX vs RLBFX Comparison Chart in %
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JBAFX vs. RLBFX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. JBAFX (6.37B). RLBFX pays higher dividends than JBAFX: RLBFX (2.13) vs JBAFX (1.68). 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: 71.00 vs. RLBFX (44.00). JBAFX has a lower initial minimum investment than RLBFX: JBAFX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 11.69 vs. JBAFX (3.69). RLBFX return over 5 years is better than : 37.38 vs. JBAFX (29.31).
| 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 | 1.829 | 2.503 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.37B | 270B | 2% |
| Annual Yield % from dividends | 1.68 | 2.13 | 79% |
| Returns for 1 year | 3.69 | 11.69 | 32% |
| Returns for 3 years | 33.48 | 38.02 | 88% |
| Returns for 5 years | 29.31 | 37.38 | 78% |
| Returns for 10 years | 105.55 | 91.94 | 115% |
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