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JBAWX vs RLBEX
JBAWX vs RLBEX Comparison
Open Charts JBAWX vs RLBEX
JHancock Balanced R6
Price$30.41
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets5.95B
American Funds American Balanced R4
Price$36.98
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
JBAWX vs RLBEX Comparison Chart in %
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JBAWX vs. RLBEX commentary
Aug 08, 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 StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 253B vs. JBAWX (5.95B). JBAWX pays higher dividends than RLBEX: JBAWX (1.92) vs RLBEX (1.81). 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). JBAWX annual gain was more profitable for investors over the last year : 13.08 vs. RLBEX (11.40). JBAWX return over 5 years is better than : 43.93 vs. RLBEX (36.56).
| 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 | 7.736 | 8.563 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95B | 253B | 2% |
| Annual Yield % from dividends | 1.92 | 1.81 | 106% |
| Returns for 1 year | 13.08 | 11.40 | 115% |
| Returns for 3 years | 35.57 | 30.89 | 115% |
| Returns for 5 years | 43.93 | 36.56 | 120% |
| Returns for 10 years | 86.32 | 65.72 | 131% |
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