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JBAWX vs RLBFX
JBAWX vs RLBFX Comparison
Open Charts JBAWX vs RLBFX
JHancock Balanced R6
Price$29.36
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R5
Price$35.83
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
JBAWX vs RLBFX Comparison Chart
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JBAWX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 243B vs. JBAWX (5.72B). RLBFX pays higher dividends than JBAWX: RLBFX (2.18) vs JBAWX (1.96). JBAWX was incepted earlier than RLBFX: JBAWX (14 years) vs RLBFX (23 years). JBAWX (0.63) is less costly to investors than RLBFX (0.29). JBAWX is a more actively managed with annual turnover of: 67.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JBAWX: RLBFX (250) vs JBAWX (1000000). RLBFX annual gain was more profitable for investors over the last year : 7.28 vs. JBAWX (5.96). JBAWX return over 5 years is better than : 44.60 vs. RLBFX (36.31).
| JBAWX | RLBFX | JBAWX / RLBFX | |
| Total Expense Ratio | 0.62 | 0.29 | 214% |
| Annual Report Gross Expense Ratio | 0.63 | 0.29 | 217% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 3.177 | 4.702 | 68% |
| 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 | 2.18 | 90% |
| Returns for 1 year | 5.96 | 7.28 | 82% |
| Returns for 3 years | 28.59 | 23.88 | 120% |
| Returns for 5 years | 44.60 | 36.31 | 123% |
| Returns for 10 years | 77.54 | 61.89 | 125% |
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