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JBAWX vs RLBAX
JBAWX vs RLBAX Comparison
Open Charts JBAWX vs RLBAX
JHancock Balanced R6
Price$31.92
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets6.18B
American Funds American Balanced R1
Price$38.73
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
JBAWX vs RLBAX Comparison Chart in %
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JBAWX vs. RLBAX commentary
Oct 09, 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 JBAWX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. JBAWX (6.18B). JBAWX pays higher dividends than RLBAX: JBAWX (1.88) vs RLBAX (1.10). JBAWX was incepted earlier than RLBAX: JBAWX (14 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than JBAWX (0.63). JBAWX is a more actively managed with annual turnover of: 67.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than JBAWX: RLBAX (250) vs JBAWX (1000000). JBAWX annual gain was more profitable for investors over the last year : 12.12 vs. RLBAX (9.08). JBAWX return over 5 years is better than : 47.78 vs. RLBAX (38.13).
| JBAWX | RLBAX | JBAWX / RLBAX | |
| Total Expense Ratio | 0.62 | 1.31 | 47% |
| Annual Report Gross Expense Ratio | 0.63 | 1.31 | 48% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 12.736 | 14.271 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 266B | 2% |
| Annual Yield % from dividends | 1.88 | 1.10 | 171% |
| Returns for 1 year | 12.12 | 9.08 | 133% |
| Returns for 3 years | 54.74 | 48.64 | 113% |
| Returns for 5 years | 47.78 | 38.13 | 125% |
| Returns for 10 years | 101.43 | 69.46 | 146% |
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