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JBAWX vs RLBAX
JBAWX vs RLBAX Comparison
Open Charts JBAWX vs RLBAX
JHancock Balanced R6
Price$31.71
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JBAWX vs RLBAX Comparison Chart in %
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JBAWX vs. RLBAX commentary
Oct 19, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. JBAWX (6.16B). JBAWX pays higher dividends than RLBAX: JBAWX (1.88) vs RLBAX (1.10). 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 : 10.99 vs. RLBAX (7.84). JBAWX return over 5 years is better than : 47.12 vs. RLBAX (37.69).
| 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 | 12.524 | 13.947 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 265B | 2% |
| Annual Yield % from dividends | 1.88 | 1.10 | 171% |
| Returns for 1 year | 10.99 | 7.84 | 140% |
| Returns for 3 years | 53.24 | 47.39 | 112% |
| Returns for 5 years | 47.12 | 37.69 | 125% |
| Returns for 10 years | 100.39 | 67.66 | 148% |
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