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JBAWX vs RLBGX
JBAWX vs RLBGX Comparison
Open Charts JBAWX vs RLBGX
JHancock Balanced R6
Price$29.22
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R6
Price$35.36
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JBAWX vs RLBGX Comparison Chart
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JBAWX vs. RLBGX 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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 242B vs. JBAWX (5.75B). RLBGX pays higher dividends than JBAWX: RLBGX (2.55) vs JBAWX (1.67). JBAWX was incepted earlier than RLBGX: JBAWX (13 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JBAWX (62.00). RLBGX has a lower initial minimum investment than JBAWX: RLBGX (250) vs JBAWX (1000000). RLBGX (9.60) and JBAWX (9.58) have marching annual gain over last year. JBAWX return over 5 years is better than : 43.52 vs. RLBGX (31.96).
| JBAWX | RLBGX | JBAWX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 2.204 | 2.940 | 75% |
| 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 | 2.55 | 65% |
| Returns for 1 year | 9.58 | 9.60 | 100% |
| Returns for 3 years | 21.92 | 18.47 | 119% |
| Returns for 5 years | 43.52 | 31.96 | 136% |
| Returns for 10 years | 73.88 | 55.52 | 133% |
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