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JBAWX vs RLBEX
JBAWX vs RLBEX Comparison
Open Charts JBAWX vs RLBEX
JHancock Balanced R6
Price$29.90
Change-$1.92 (-6.03%)
VolumeN/A
Net Assets6.39B
American Funds American Balanced R4
Price$38.28
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
JBAWX vs RLBEX Comparison Chart in %
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JBAWX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. JBAWX (6.4B). JBAWX (1.92) and RLBEX (1.87) have matching dividends . JBAWX was incepted earlier than RLBEX: JBAWX (14 years) vs RLBEX (24 years). JBAWX (0.63) is less costly to investors than RLBEX (0.59). JBAWX is a more actively managed with annual turnover of: 71.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than JBAWX: RLBEX (250) vs JBAWX (1000000). RLBEX annual gain was more profitable for investors over the last year : 11.32 vs. JBAWX (3.90). RLBEX return over 5 years is better than : 35.56 vs. JBAWX (30.60).
| JBAWX | RLBEX | JBAWX / RLBEX | |
| Total Expense Ratio | 0.62 | 0.59 | 105% |
| Annual Report Gross Expense Ratio | 0.63 | 0.59 | 107% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 1.839 | 2.459 | 75% |
| 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 | 1.87 | 102% |
| Returns for 1 year | 3.90 | 11.32 | 34% |
| Returns for 3 years | 34.36 | 36.71 | 94% |
| Returns for 5 years | 30.60 | 35.56 | 86% |
| Returns for 10 years | 109.13 | 90.55 | 121% |
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