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JBAFX vs RLBGX
JBAFX vs RLBGX Comparison
Open Charts JBAFX vs RLBGX
JHancock Balanced R4
Price$29.65
Change-$0.24 (-0.80%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JBAFX vs RLBGX Comparison Chart
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JBAFX vs. RLBGX commentary
Jun 16, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. JBAFX (5.75B). RLBGX pays higher dividends than JBAFX: RLBGX (2.23) vs JBAFX (1.71). JBAFX was incepted earlier than RLBGX: JBAFX (17 years) vs RLBGX (16 years). JBAFX (0.98) is less costly to investors than RLBGX (0.25). JBAFX is a more actively managed with annual turnover of: 67.00 vs. RLBGX (44.00). JBAFX has a lower initial minimum investment than RLBGX: JBAFX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 5.63 vs. JBAFX (5.03). JBAFX return over 5 years is better than : 47.13 vs. RLBGX (40.35).
| JBAFX | RLBGX | JBAFX / RLBGX | |
| Total Expense Ratio | 0.87 | 0.25 | 348% |
| Annual Report Gross Expense Ratio | 0.98 | 0.25 | 392% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 3.515 | 4.592 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 244B | 2% |
| Annual Yield % from dividends | 1.71 | 2.23 | 77% |
| Returns for 1 year | 5.03 | 5.63 | 89% |
| Returns for 3 years | 37.71 | 33.78 | 112% |
| Returns for 5 years | 47.13 | 40.35 | 117% |
| Returns for 10 years | 74.67 | 60.87 | 123% |
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