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JBAWX vs RLBFX
JBAWX vs RLBFX Comparison
Open Charts JBAWX vs RLBFX
JHancock Balanced R6
Price$31.88
Change-$0.13 (-0.41%)
VolumeN/A
Net Assets6.22B
American Funds American Balanced R5
Price$38.78
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
JBAWX vs RLBFX Comparison Chart in %
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JBAWX vs. RLBFX commentary
Nov 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 264B vs. JBAWX (6.22B). RLBFX pays higher dividends than JBAWX: RLBFX (1.97) vs JBAWX (1.84). JBAWX was incepted earlier than RLBFX: JBAWX (14 years) vs RLBFX (24 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 : 12.42 vs. RLBFX (9.13). JBAWX return over 5 years is better than : 45.82 vs. RLBFX (39.76).
| 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 | 24 years | - |
| Gain YTD | 13.588 | 14.008 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 264B | 2% |
| Annual Yield % from dividends | 1.84 | 1.97 | 94% |
| Returns for 1 year | 12.42 | 9.13 | 136% |
| Returns for 3 years | 47.55 | 41.78 | 114% |
| Returns for 5 years | 45.82 | 39.76 | 115% |
| Returns for 10 years | 99.46 | 73.89 | 135% |
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