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JBAWX vs RLBFX
JBAWX vs RLBFX Comparison
Open Charts JBAWX vs RLBFX
JHancock Balanced R6
Price$30.41
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets5.95B
American Funds American Balanced R5
Price$37.12
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
JBAWX vs RLBFX Comparison Chart in %
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JBAWX vs. RLBFX commentary
Aug 08, 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: 253B vs. JBAWX (5.95B). RLBFX pays higher dividends than JBAWX: RLBFX (2.08) vs JBAWX (1.92). 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 : 13.08 vs. RLBFX (11.75). JBAWX return over 5 years is better than : 43.93 vs. RLBFX (38.32).
| 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 | 7.736 | 8.750 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95B | 253B | 2% |
| Annual Yield % from dividends | 1.92 | 2.08 | 93% |
| Returns for 1 year | 13.08 | 11.75 | 111% |
| Returns for 3 years | 35.57 | 31.94 | 111% |
| Returns for 5 years | 43.93 | 38.32 | 115% |
| Returns for 10 years | 86.32 | 66.67 | 129% |
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