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JBAWX vs RLBEX
JBAWX vs RLBEX Comparison
Open Charts JBAWX vs RLBEX
JHancock Balanced R6
Price$30.06
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets5.87B
American Funds American Balanced R4
Price$36.45
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets249.42B
JBAWX vs RLBEX Comparison Chart in %
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JBAWX vs. RLBEX commentary
Jun 28, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 249B vs. JBAWX (5.87B). JBAWX (1.96) and RLBEX (1.90) have matching dividends . JBAWX was incepted earlier than RLBEX: JBAWX (14 years) vs RLBEX (23 years). JBAWX (0.63) is less costly to investors than RLBEX (0.59). JBAWX is a more actively managed with annual turnover of: 67.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than JBAWX: RLBEX (250) vs JBAWX (1000000). RLBEX annual gain was more profitable for investors over the last year : 7.61 vs. JBAWX (6.99). JBAWX return over 5 years is better than : 51.78 vs. RLBEX (43.01).
| JBAWX | RLBEX | JBAWX / RLBEX | |
| Total Expense Ratio | 0.62 | 0.59 | 105% |
| Annual Report Gross Expense Ratio | 0.63 | 0.59 | 107% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 5.971 | 7.007 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.87B | 249B | 2% |
| Annual Yield % from dividends | 1.96 | 1.90 | 103% |
| Returns for 1 year | 6.99 | 7.61 | 92% |
| Returns for 3 years | 40.20 | 34.11 | 118% |
| Returns for 5 years | 51.78 | 43.01 | 120% |
| Returns for 10 years | 84.74 | 66.14 | 128% |
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