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JBAWX vs RLBBX
JBAWX vs RLBBX Comparison
Open Charts JBAWX vs RLBBX
JHancock Balanced R6
Price$31.71
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
JBAWX vs RLBBX Comparison Chart in %
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JBAWX vs. RLBBX 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. JBAWX (6.16B). JBAWX pays higher dividends than RLBBX: JBAWX (1.88) vs RLBBX (1.11). JBAWX was incepted earlier than RLBBX: JBAWX (14 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than JBAWX (0.63). JBAWX is a more actively managed with annual turnover of: 67.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than JBAWX: RLBBX (250) vs JBAWX (1000000). JBAWX annual gain was more profitable for investors over the last year : 10.99 vs. RLBBX (7.84). JBAWX return over 5 years is better than : 47.12 vs. RLBBX (37.69).
| JBAWX | RLBBX | JBAWX / RLBBX | |
| Total Expense Ratio | 0.62 | 1.32 | 47% |
| Annual Report Gross Expense Ratio | 0.63 | 1.32 | 48% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 12.524 | 13.938 | 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 | 1.11 | 170% |
| Returns for 1 year | 10.99 | 7.84 | 140% |
| Returns for 3 years | 53.24 | 47.43 | 112% |
| Returns for 5 years | 47.12 | 37.69 | 125% |
| Returns for 10 years | 100.39 | 67.64 | 148% |
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