Interact to see
Advertisement
Advertisement
JBAWX vs RLBFX
JBAWX vs RLBFX Comparison
Open Charts JBAWX vs RLBFX
JHancock Balanced R6
Price$31.86
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets6.18B
American Funds American Balanced R5
Price$38.69
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
JBAWX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBAWX vs. RLBFX commentary
Sep 19, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. JBAWX (6.18B). RLBFX pays higher dividends than JBAWX: RLBFX (2.05) vs JBAWX (1.90). 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 : 11.75 vs. RLBFX (10.20). JBAWX return over 5 years is better than : 50.20 vs. RLBFX (45.01).
| 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 | 12.186 | 13.349 | 91% |
| 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 | 263B | 2% |
| Annual Yield % from dividends | 1.90 | 2.05 | 93% |
| Returns for 1 year | 11.75 | 10.20 | 115% |
| Returns for 3 years | 47.64 | 44.03 | 108% |
| Returns for 5 years | 50.20 | 45.01 | 112% |
| Returns for 10 years | 102.15 | 82.02 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement