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JBAWX vs RLBGX
JBAWX vs RLBGX Comparison
Open Charts JBAWX vs RLBGX
JHancock Balanced R6
Price$29.36
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R6
Price$35.80
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
JBAWX vs RLBGX Comparison Chart
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JBAWX vs. RLBGX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 243B vs. JBAWX (5.72B). RLBGX pays higher dividends than JBAWX: RLBGX (2.23) vs JBAWX (1.96). JBAWX was incepted earlier than RLBGX: JBAWX (14 years) vs RLBGX (16 years). JBAWX (0.63) is less costly to investors than RLBGX (0.25). JBAWX is a more actively managed with annual turnover of: 67.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than JBAWX: RLBGX (250) vs JBAWX (1000000). RLBGX annual gain was more profitable for investors over the last year : 7.34 vs. JBAWX (5.96). JBAWX return over 5 years is better than : 44.60 vs. RLBGX (36.58).
| JBAWX | RLBGX | JBAWX / RLBGX | |
| Total Expense Ratio | 0.62 | 0.25 | 248% |
| Annual Report Gross Expense Ratio | 0.63 | 0.25 | 252% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 3.177 | 4.750 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 243B | 2% |
| Annual Yield % from dividends | 1.96 | 2.23 | 88% |
| Returns for 1 year | 5.96 | 7.34 | 81% |
| Returns for 3 years | 28.59 | 24.05 | 119% |
| Returns for 5 years | 44.60 | 36.58 | 122% |
| Returns for 10 years | 77.54 | 62.29 | 124% |
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