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JBAWX vs RLBGX
JBAWX vs RLBGX Comparison
Open Charts JBAWX vs RLBGX
JHancock Balanced R6
Price$28.72
Change-$0.59 (-2.01%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$34.37
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
JBAWX vs RLBGX Comparison Chart
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JBAWX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. JBAWX (5.49B). 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). JBAWX annual gain was more profitable for investors over the last year : 12.25 vs. RLBGX (10.59). JBAWX return over 5 years is better than : 44.70 vs. RLBGX (31.87).
| 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 | 11.819 | 9.929 | 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 | 2.55 | 65% |
| Returns for 1 year | 12.25 | 10.59 | 116% |
| Returns for 3 years | 12.66 | 10.26 | 123% |
| Returns for 5 years | 44.70 | 31.87 | 140% |
| Returns for 10 years | 73.69 | 54.14 | 136% |
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