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JBAWX vs RLBFX
JBAWX vs RLBFX Comparison
Open Charts JBAWX vs RLBFX
JHancock Balanced R6
Price$27.35
Change+$1.30 (+4.99%)
VolumeN/A
Net Assets5.12B
American Funds American Balanced R5
Price$33.53
Change+$1.63 (+5.11%)
VolumeN/A
Net Assets228.54B
JBAWX vs RLBFX Comparison Chart
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JBAWX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 229B vs. JBAWX (5.12B). RLBFX pays higher dividends than JBAWX: RLBFX (2.26) vs JBAWX (2.03). JBAWX was incepted earlier than RLBFX: JBAWX (14 years) vs RLBFX (23 years). JBAWX (0.63) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JBAWX (67.00). 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 : -3.29 vs. JBAWX (-5.01). JBAWX return over 5 years is better than : 40.77 vs. RLBFX (31.81).
| JBAWX | RLBFX | JBAWX / RLBFX | |
| Total Expense Ratio | 0.62 | 0.30 | 207% |
| Annual Report Gross Expense Ratio | 0.63 | 0.30 | 210% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -8.517 | -6.886 | 124% |
| 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 | 2.26 | 90% |
| Returns for 1 year | -5.01 | -3.29 | 152% |
| Returns for 3 years | 7.94 | 5.75 | 138% |
| Returns for 5 years | 40.77 | 31.81 | 128% |
| Returns for 10 years | 55.61 | 42.36 | 131% |
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