Interact to see
Advertisement
Advertisement
JBAWX vs RLBFX
JBAWX vs RLBFX Comparison
Open Charts JBAWX vs RLBFX
JHancock Balanced R6
Price$30.06
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets5.87B
American Funds American Balanced R5
Price$36.57
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
JBAWX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBAWX vs. RLBFX commentary
Jun 28, 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: 249B vs. JBAWX (5.87B). RLBFX pays higher dividends than JBAWX: RLBFX (2.18) vs JBAWX (1.96). 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 : 7.90 vs. JBAWX (6.99). JBAWX return over 5 years is better than : 51.78 vs. RLBFX (44.86).
| 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 | 5.971 | 7.138 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.87B | 249B | 2% |
| Annual Yield % from dividends | 1.96 | 2.18 | 90% |
| Returns for 1 year | 6.99 | 7.90 | 89% |
| Returns for 3 years | 40.20 | 35.14 | 114% |
| Returns for 5 years | 51.78 | 44.86 | 115% |
| Returns for 10 years | 84.74 | 67.01 | 126% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement