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JBAWX vs RLBAX
JBAWX vs RLBAX Comparison
Open Charts JBAWX vs RLBAX
JHancock Balanced R6
Price$31.41
Change+$0.18 (+0.58%)
VolumeN/A
Net Assets6.08B
American Funds American Balanced R1
Price$37.74
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JBAWX vs RLBAX Comparison Chart in %
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JBAWX vs. RLBAX commentary
Sep 09, 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: 259B vs. JBAWX (6.08B). JBAWX pays higher dividends than RLBAX: JBAWX (1.90) vs RLBAX (1.15). 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 : 13.25 vs. RLBAX (10.89). JBAWX return over 5 years is better than : 47.08 vs. RLBAX (36.32).
| 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 | 10.914 | 11.248 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.08B | 259B | 2% |
| Annual Yield % from dividends | 1.90 | 1.15 | 165% |
| Returns for 1 year | 13.25 | 10.89 | 122% |
| Returns for 3 years | 41.72 | 34.52 | 121% |
| Returns for 5 years | 47.08 | 36.32 | 130% |
| Returns for 10 years | 99.97 | 68.88 | 145% |
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