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JBAWX vs RLBAX
JBAWX vs RLBAX Comparison
Open Charts JBAWX vs RLBAX
JHancock Balanced R6
Price$30.41
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets5.95B
American Funds American Balanced R1
Price$36.66
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
JBAWX vs RLBAX Comparison Chart in %
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JBAWX vs. RLBAX commentary
Aug 08, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 253B vs. JBAWX (5.95B). JBAWX pays higher dividends than RLBAX: JBAWX (1.92) vs RLBAX (1.17). 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 : 13.08 vs. RLBAX (10.54). JBAWX return over 5 years is better than : 43.93 vs. RLBAX (32.33).
| 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 | 7.736 | 8.064 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95B | 253B | 2% |
| Annual Yield % from dividends | 1.92 | 1.17 | 165% |
| Returns for 1 year | 13.08 | 10.54 | 124% |
| Returns for 3 years | 35.57 | 28.37 | 125% |
| Returns for 5 years | 43.93 | 32.33 | 136% |
| Returns for 10 years | 86.32 | 56.64 | 152% |