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JBAWX vs RLBFX
JBAWX vs RLBFX Comparison
Open Charts JBAWX vs RLBFX
JHancock Balanced R6
Price$28.72
Change-$0.59 (-2.01%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.41
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
JBAWX vs RLBFX Comparison Chart
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JBAWX vs. RLBFX commentary
Dec 23, 2024
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: 236B vs. JBAWX (5.49B). RLBFX pays higher dividends than JBAWX: RLBFX (2.50) vs JBAWX (1.67). JBAWX was incepted earlier than RLBFX: JBAWX (13 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JBAWX (62.00). 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 : 12.25 vs. RLBFX (10.52). JBAWX return over 5 years is better than : 44.70 vs. RLBFX (31.65).
| JBAWX | RLBFX | JBAWX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 11.819 | 9.899 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.49B | 236B | 2% |
| Annual Yield % from dividends | 1.67 | 2.50 | 67% |
| Returns for 1 year | 12.25 | 10.52 | 116% |
| Returns for 3 years | 12.66 | 10.16 | 125% |
| Returns for 5 years | 44.70 | 31.65 | 141% |
| Returns for 10 years | 73.69 | 53.78 | 137% |
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