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JBAWX vs RLBAX
JBAWX vs RLBAX Comparison
Open Charts JBAWX vs RLBAX
JHancock Balanced R6
Price$29.90
Change-$1.92 (-6.03%)
VolumeN/A
Net Assets6.39B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
JBAWX vs RLBAX Comparison Chart in %
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JBAWX vs. RLBAX commentary
Feb 05, 2026
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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. JBAWX (6.4B). JBAWX pays higher dividends than RLBAX: JBAWX (1.92) vs RLBAX (1.22). JBAWX was incepted earlier than RLBAX: JBAWX (14 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than JBAWX (0.63). JBAWX is a more actively managed with annual turnover of: 71.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than JBAWX: RLBAX (250) vs JBAWX (1000000). RLBAX annual gain was more profitable for investors over the last year : 10.45 vs. JBAWX (3.90). RLBAX (31.35) and JBAWX (30.60) have equivalent 5 years return.
| JBAWX | RLBAX | JBAWX / RLBAX | |
| Total Expense Ratio | 0.62 | 1.31 | 47% |
| Annual Report Gross Expense Ratio | 0.63 | 1.31 | 48% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 1.839 | 2.371 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.4B | 270B | 2% |
| Annual Yield % from dividends | 1.92 | 1.22 | 158% |
| Returns for 1 year | 3.90 | 10.45 | 37% |
| Returns for 3 years | 34.36 | 33.63 | 102% |
| Returns for 5 years | 30.60 | 31.35 | 98% |
| Returns for 10 years | 109.13 | 79.34 | 138% |
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