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JBAWX vs RLBAX
JBAWX vs RLBAX Comparison
Open Charts JBAWX vs RLBAX
JHancock Balanced R6
Price$30.73
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets5.99B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
JBAWX vs RLBAX Comparison Chart in %
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JBAWX vs. RLBAX commentary
Aug 18, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. JBAWX (5.99B). JBAWX pays higher dividends than RLBAX: JBAWX (1.92) vs RLBAX (1.17). JBAWX was incepted earlier than RLBAX: JBAWX (14 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than JBAWX (0.63). JBAWX is a more actively managed with annual turnover of: 67.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than JBAWX: RLBAX (250) vs JBAWX (1000000). JBAWX annual gain was more profitable for investors over the last year : 9.49 vs. RLBAX (7.15). JBAWX return over 5 years is better than : 45.28 vs. RLBAX (33.77).
| 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 | 23 years | - |
| Gain YTD | 8.513 | 9.243 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 256B | 2% |
| Annual Yield % from dividends | 1.92 | 1.17 | 165% |
| Returns for 1 year | 9.49 | 7.15 | 133% |
| Returns for 3 years | 32.96 | 27.06 | 122% |
| Returns for 5 years | 45.28 | 33.77 | 134% |
| Returns for 10 years | 88.26 | 59.12 | 149% |
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