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JBAFX vs RLEFX
JBAFX vs RLEFX Comparison
Open Charts JBAFX vs RLEFX
JHancock Balanced R4
Price$29.65
Change-$0.24 (-0.80%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JBAFX vs RLEFX Comparison Chart
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JBAFX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. JBAFX (5.75B). RLEFX pays higher dividends than JBAFX: RLEFX (2.09) vs JBAFX (1.71). JBAFX was incepted earlier than RLEFX: JBAFX (17 years) vs RLEFX (10 years). JBAFX (0.98) is less costly to investors than RLEFX (0.39). JBAFX is a more actively managed with annual turnover of: 67.00 vs. RLEFX (44.00). JBAFX has a lower initial minimum investment than RLEFX: JBAFX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 5.49 vs. JBAFX (5.03). JBAFX return over 5 years is better than : 47.13 vs. RLEFX (39.46).
| JBAFX | RLEFX | JBAFX / RLEFX | |
| Total Expense Ratio | 0.87 | 0.39 | 223% |
| Annual Report Gross Expense Ratio | 0.98 | 0.39 | 251% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 3.515 | 4.524 | 78% |
| 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 | 2.09 | 82% |
| Returns for 1 year | 5.03 | 5.49 | 92% |
| Returns for 3 years | 37.71 | 33.28 | 113% |
| Returns for 5 years | 47.13 | 39.46 | 119% |
| Returns for 10 years | 74.67 | N/A | - |
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