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JBAWX vs RLBEX
JBAWX vs RLBEX Comparison
Open Charts JBAWX vs RLBEX
JHancock Balanced R6
Price$29.36
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R4
Price$35.69
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
JBAWX vs RLBEX Comparison Chart
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JBAWX vs. RLBEX commentary
Jun 07, 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: 243B vs. JBAWX (5.72B). 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 : 6.95 vs. JBAWX (5.96). JBAWX return over 5 years is better than : 44.60 vs. RLBEX (34.57).
| 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 | 3.177 | 4.581 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 243B | 2% |
| Annual Yield % from dividends | 1.96 | 1.90 | 103% |
| Returns for 1 year | 5.96 | 6.95 | 86% |
| Returns for 3 years | 28.59 | 22.98 | 124% |
| Returns for 5 years | 44.60 | 34.57 | 129% |
| Returns for 10 years | 77.54 | 61.12 | 127% |
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