Ad is loading...
JBAWX vs RLBAX
JBAWX vs RLBAX Comparison
Open Charts JBAWX vs RLBAX
JHancock Balanced R6
Price$27.35
Change+$1.30 (+4.99%)
VolumeN/A
Net Assets5.12B
American Funds American Balanced R1
Price$33.15
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets228.54B
JBAWX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JBAWX vs. RLBAX commentary
Apr 11, 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: 229B vs. JBAWX (5.12B). JBAWX pays higher dividends than RLBAX: JBAWX (2.03) vs RLBAX (1.27). JBAWX was incepted earlier than RLBAX: JBAWX (14 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than JBAWX (0.63). RLBAX is a more actively managed with annual turnover of: 171.00 vs. JBAWX (67.00). RLBAX has a lower initial minimum investment than JBAWX: RLBAX (250) vs JBAWX (1000000). RLBAX annual gain was more profitable for investors over the last year : -4.32 vs. JBAWX (-5.01). JBAWX return over 5 years is better than : 40.77 vs. RLBAX (26.13).
| JBAWX | RLBAX | JBAWX / RLBAX | |
| Total Expense Ratio | 0.62 | 1.33 | 47% |
| Annual Report Gross Expense Ratio | 0.63 | 1.33 | 47% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -8.517 | -7.147 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 229B | 2% |
| Annual Yield % from dividends | 2.03 | 1.27 | 160% |
| Returns for 1 year | -5.01 | -4.32 | 116% |
| Returns for 3 years | 7.94 | 3.14 | 253% |
| Returns for 5 years | 40.77 | 26.13 | 156% |
| Returns for 10 years | 55.61 | 34.16 | 163% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers