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JBAFX vs RLEFX
JBAFX vs RLEFX Comparison
Open Charts JBAFX vs RLEFX
JHancock Balanced R4
Price$30.70
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets5.96B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
JBAFX vs RLEFX Comparison Chart in %
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JBAFX vs. RLEFX commentary
Jul 27, 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: 254B vs. JBAFX (5.96B). RLEFX pays higher dividends than JBAFX: RLEFX (2.01) vs JBAFX (1.70). 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). JBAFX (10.49) and RLEFX (10.46) have marching annual gain over last year. JBAFX return over 5 years is better than : 46.10 vs. RLEFX (40.77).
| 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 | 7.705 | 9.133 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.96B | 254B | 2% |
| Annual Yield % from dividends | 1.70 | 2.01 | 84% |
| Returns for 1 year | 10.49 | 10.46 | 100% |
| Returns for 3 years | 39.23 | 35.42 | 111% |
| Returns for 5 years | 46.10 | 40.77 | 113% |
| Returns for 10 years | 83.75 | N/A | - |