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JBAWX vs RLBAX
JBAWX vs RLBAX Comparison
Open Charts JBAWX vs RLBAX
JHancock Balanced R6
Price$31.88
Change-$0.13 (-0.41%)
VolumeN/A
Net Assets6.22B
American Funds American Balanced R1
Price$38.29
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
JBAWX vs RLBAX Comparison Chart in %
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JBAWX vs. RLBAX commentary
Nov 19, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 264B vs. JBAWX (6.22B). JBAWX pays higher dividends than RLBAX: JBAWX (1.84) vs RLBAX (1.08). 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 : 12.42 vs. RLBAX (7.96). JBAWX return over 5 years is better than : 45.82 vs. RLBAX (33.76).
| 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 | 13.588 | 12.973 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 264B | 2% |
| Annual Yield % from dividends | 1.84 | 1.08 | 170% |
| Returns for 1 year | 12.42 | 7.96 | 156% |
| Returns for 3 years | 47.55 | 37.66 | 126% |
| Returns for 5 years | 45.82 | 33.76 | 136% |
| Returns for 10 years | 99.46 | 63.03 | 158% |
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