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JBAWX vs RLEFX
JBAWX vs RLEFX Comparison
Open Charts JBAWX vs RLEFX
JHancock Balanced R6
Price$29.28
Change-$0.04 (-0.14%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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JBAWX vs RLEFX Comparison Chart
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JBAWX vs. RLEFX commentary
Sep 21, 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: 236B vs. JBAWX (5.55B). 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 : 24.64 vs. JBAWX (19.79). JBAWX return over 5 years is better than : 49.35 vs. RLEFX (40.23).
| 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 | 11.750 | 14.180 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 236B | 2% |
| Annual Yield % from dividends | 1.67 | 2.42 | 69% |
| Returns for 1 year | 19.79 | 24.64 | 80% |
| Returns for 3 years | 12.20 | 15.33 | 80% |
| Returns for 5 years | 49.35 | 40.23 | 123% |
| Returns for 10 years | 71.34 | N/A | - |
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