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JBAWX vs RLBGX
JBAWX vs RLBGX Comparison
Open Charts JBAWX vs RLBGX
JHancock Balanced R6
Price$27.35
Change+$1.30 (+4.99%)
VolumeN/A
Net Assets5.12B
American Funds American Balanced R6
Price$32.78
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
JBAWX vs RLBGX Comparison Chart
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JBAWX vs. RLBGX commentary
Apr 11, 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: 229B vs. JBAWX (5.12B). RLBGX pays higher dividends than JBAWX: RLBGX (2.31) vs JBAWX (2.03). 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). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JBAWX (67.00). 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 : -3.25 vs. JBAWX (-5.01). JBAWX return over 5 years is better than : 40.77 vs. RLBGX (32.03).
| 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 | -8.517 | -6.882 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 229B | 2% |
| Annual Yield % from dividends | 2.03 | 2.31 | 88% |
| Returns for 1 year | -5.01 | -3.25 | 154% |
| Returns for 3 years | 7.94 | 5.85 | 136% |
| Returns for 5 years | 40.77 | 32.03 | 127% |
| Returns for 10 years | 55.61 | 42.65 | 130% |