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JBAWX vs RLBAX
JBAWX vs RLBAX Comparison
Open Charts JBAWX vs RLBAX
JHancock Balanced R6
Price$29.36
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R1
Price$35.38
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.43B
JBAWX vs RLBAX Comparison Chart
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JBAWX vs. RLBAX commentary
Jun 07, 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: 243B vs. JBAWX (5.72B). JBAWX pays higher dividends than RLBAX: JBAWX (1.96) vs RLBAX (1.23). 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). RLBAX (6.12) and JBAWX (5.96) have marching annual gain over last year. JBAWX return over 5 years is better than : 44.60 vs. RLBAX (30.42).
| 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 | 3.177 | 4.247 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 243B | 2% |
| Annual Yield % from dividends | 1.96 | 1.23 | 159% |
| Returns for 1 year | 5.96 | 6.12 | 97% |
| Returns for 3 years | 28.59 | 20.80 | 137% |
| Returns for 5 years | 44.60 | 30.42 | 147% |
| Returns for 10 years | 77.54 | 52.56 | 148% |
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