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JBAWX vs RLBFX
JBAWX vs RLBFX Comparison
Open Charts JBAWX vs RLBFX
JHancock Balanced R6
Price$31.92
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets6.18B
American Funds American Balanced R5
Price$39.17
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
JBAWX vs RLBFX Comparison Chart in %
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JBAWX vs. RLBFX commentary
Oct 09, 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: 266B vs. JBAWX (6.18B). RLBFX pays higher dividends than JBAWX: RLBFX (2.00) vs JBAWX (1.88). 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). JBAWX annual gain was more profitable for investors over the last year : 12.12 vs. RLBFX (10.26). JBAWX return over 5 years is better than : 47.78 vs. RLBFX (44.28).
| 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 | 12.736 | 15.154 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 266B | 2% |
| Annual Yield % from dividends | 1.88 | 2.00 | 94% |
| Returns for 1 year | 12.12 | 10.26 | 118% |
| Returns for 3 years | 54.74 | 53.03 | 103% |
| Returns for 5 years | 47.78 | 44.28 | 108% |
| Returns for 10 years | 101.43 | 80.75 | 126% |
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