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JBAWX vs RLBFX
JBAWX vs RLBFX Comparison
Open Charts JBAWX vs RLBFX
JHancock Balanced R6
Price$29.22
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JBAWX vs RLBFX Comparison Chart
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JBAWX vs. RLBFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. JBAWX (5.75B). 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 (9.58) and RLBFX (9.54) have marching annual gain over last year. JBAWX return over 5 years is better than : 43.52 vs. RLBFX (31.70).
| 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 | 2.204 | 2.908 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 242B | 2% |
| Annual Yield % from dividends | 1.67 | 2.50 | 67% |
| Returns for 1 year | 9.58 | 9.54 | 100% |
| Returns for 3 years | 21.92 | 18.32 | 120% |
| Returns for 5 years | 43.52 | 31.70 | 137% |
| Returns for 10 years | 73.88 | 55.11 | 134% |