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JBAWX vs RLBAX
JBAWX vs RLBAX Comparison
Open Charts JBAWX vs RLBAX
JHancock Balanced R6
Price$30.18
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets5.88B
American Funds American Balanced R1
Price$36.54
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
JBAWX vs RLBAX Comparison Chart in %
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JBAWX vs. RLBAX commentary
Jul 18, 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: 252B vs. JBAWX (5.88B). JBAWX pays higher dividends than RLBAX: JBAWX (1.94) vs RLBAX (1.18). 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 (6.23) and JBAWX (6.20) have marching annual gain over last year. JBAWX return over 5 years is better than : 45.67 vs. RLBAX (34.69).
| 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 | 6.324 | 7.710 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.88B | 252B | 2% |
| Annual Yield % from dividends | 1.94 | 1.18 | 165% |
| Returns for 1 year | 6.20 | 6.23 | 100% |
| Returns for 3 years | 40.11 | 33.46 | 120% |
| Returns for 5 years | 45.67 | 34.69 | 132% |
| Returns for 10 years | 82.34 | 55.43 | 149% |