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JBAWX vs RLBFX
JBAWX vs RLBFX Comparison
Open Charts JBAWX vs RLBFX
JHancock Balanced R6
Price$30.18
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets5.88B
American Funds American Balanced R5
Price$36.96
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
JBAWX vs RLBFX Comparison Chart in %
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JBAWX vs. RLBFX commentary
Jul 18, 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: 252B vs. JBAWX (5.88B). RLBFX pays higher dividends than JBAWX: RLBFX (2.10) vs JBAWX (1.94). 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 : 7.38 vs. JBAWX (6.20). JBAWX return over 5 years is better than : 45.67 vs. RLBFX (40.71).
| 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 | 6.324 | 8.281 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.88B | 252B | 2% |
| Annual Yield % from dividends | 1.94 | 2.10 | 93% |
| Returns for 1 year | 6.20 | 7.38 | 84% |
| Returns for 3 years | 40.11 | 37.11 | 108% |
| Returns for 5 years | 45.67 | 40.71 | 112% |
| Returns for 10 years | 82.34 | 65.29 | 126% |
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