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JBAWX vs RLEFX
JBAWX vs RLEFX Comparison
Open Charts JBAWX vs RLEFX
JHancock Balanced R6
Price$29.21
Change+$0.09 (+0.31%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.50
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
JBAWX vs RLEFX Comparison Chart
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JBAWX vs. RLEFX commentary
Nov 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 238B vs. JBAWX (5.56B). RLEFX pays higher dividends than JBAWX: RLEFX (2.42) vs JBAWX (1.67). JBAWX was incepted earlier than RLEFX: JBAWX (13 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JBAWX (62.00). RLEFX has a lower initial minimum investment than JBAWX: RLEFX (250) vs JBAWX (1000000). RLEFX annual gain was more profitable for investors over the last year : 21.37 vs. JBAWX (18.90). JBAWX return over 5 years is better than : 48.05 vs. RLEFX (37.81).
| JBAWX | RLEFX | JBAWX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 13.049 | 15.445 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 238B | 2% |
| Annual Yield % from dividends | 1.67 | 2.42 | 69% |
| Returns for 1 year | 18.90 | 21.37 | 88% |
| Returns for 3 years | 11.99 | 12.81 | 94% |
| Returns for 5 years | 48.05 | 37.81 | 127% |
| Returns for 10 years | 70.38 | N/A | - |
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