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JBAWX vs RLBAX
JBAWX vs RLBAX Comparison
Open Charts JBAWX vs RLBAX
JHancock Balanced R6
Price$29.22
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
JBAWX vs RLBAX Comparison Chart
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JBAWX vs. RLBAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. JBAWX (5.75B). 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 : 9.58 vs. RLBAX (8.36). JBAWX return over 5 years is better than : 43.52 vs. RLBAX (26.04).
| 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 | 2.204 | 2.764 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 242B | 2% |
| Annual Yield % from dividends | 1.67 | 1.59 | 105% |
| Returns for 1 year | 9.58 | 8.36 | 115% |
| Returns for 3 years | 21.92 | 15.63 | 140% |
| Returns for 5 years | 43.52 | 26.04 | 167% |
| Returns for 10 years | 73.88 | 46.53 | 159% |
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