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JBAWX vs RLBAX
JBAWX vs RLBAX Comparison
Open Charts JBAWX vs RLBAX
JHancock Balanced R6
Price$28.72
Change-$0.59 (-2.01%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$34.04
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
JBAWX vs RLBAX Comparison Chart
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JBAWX vs. RLBAX commentary
Dec 23, 2024
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: 236B vs. JBAWX (5.49B). JBAWX (1.67) and RLBAX (1.59) have matching dividends . JBAWX was incepted earlier than RLBAX: JBAWX (13 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. JBAWX (62.00). 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 : 12.25 vs. RLBAX (9.35). JBAWX return over 5 years is better than : 44.70 vs. RLBAX (25.98).
| JBAWX | RLBAX | JBAWX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 11.819 | 8.731 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.49B | 236B | 2% |
| Annual Yield % from dividends | 1.67 | 1.59 | 105% |
| Returns for 1 year | 12.25 | 9.35 | 131% |
| Returns for 3 years | 12.66 | 7.62 | 166% |
| Returns for 5 years | 44.70 | 25.98 | 172% |
| Returns for 10 years | 73.69 | 45.31 | 163% |
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