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JBAWX vs RLBEX
JBAWX vs RLBEX Comparison
Open Charts JBAWX vs RLBEX
JHancock Balanced R6
Price$27.35
Change+$1.30 (+4.99%)
VolumeN/A
Net Assets5.12B
American Funds American Balanced R4
Price$32.70
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
JBAWX vs RLBEX Comparison Chart
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JBAWX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 229B vs. JBAWX (5.12B). JBAWX (2.03) and RLBEX (1.97) have matching dividends . JBAWX was incepted earlier than RLBEX: JBAWX (14 years) vs RLBEX (23 years). JBAWX (0.63) and RLBEX (0.60) have similar cost to investors . RLBEX is a more actively managed with annual turnover of: 171.00 vs. JBAWX (67.00). 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 : -3.59 vs. JBAWX (-5.01). JBAWX return over 5 years is better than : 40.77 vs. RLBEX (30.13).
| JBAWX | RLBEX | JBAWX / RLBEX | |
| Total Expense Ratio | 0.62 | 0.60 | 103% |
| Annual Report Gross Expense Ratio | 0.63 | 0.60 | 105% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -8.517 | -6.951 | 123% |
| 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 | 1.97 | 103% |
| Returns for 1 year | -5.01 | -3.59 | 139% |
| Returns for 3 years | 7.94 | 4.98 | 159% |
| Returns for 5 years | 40.77 | 30.13 | 135% |
| Returns for 10 years | 55.61 | 41.70 | 133% |
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