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JBAWX vs RLBFX
JBAWX vs RLBFX Comparison
Open Charts JBAWX vs RLBFX
JHancock Balanced R6
Price$31.71
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
JBAWX vs RLBFX Comparison Chart in %
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JBAWX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. JBAWX (6.16B). RLBFX pays higher dividends than JBAWX: RLBFX (2.00) vs JBAWX (1.88). JBAWX was incepted earlier than RLBFX: JBAWX (14 years) vs RLBFX (23 years). JBAWX (0.63) is less costly to investors than RLBFX (0.29). JBAWX is a more actively managed with annual turnover of: 67.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JBAWX: RLBFX (250) vs JBAWX (1000000). JBAWX annual gain was more profitable for investors over the last year : 10.99 vs. RLBFX (9.05). JBAWX return over 5 years is better than : 47.12 vs. RLBFX (43.90).
| JBAWX | RLBFX | JBAWX / RLBFX | |
| Total Expense Ratio | 0.62 | 0.29 | 214% |
| Annual Report Gross Expense Ratio | 0.63 | 0.29 | 217% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 12.524 | 14.890 | 84% |
| 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 | 266B | 2% |
| Annual Yield % from dividends | 1.88 | 2.00 | 94% |
| Returns for 1 year | 10.99 | 9.05 | 121% |
| Returns for 3 years | 53.24 | 51.85 | 103% |
| Returns for 5 years | 47.12 | 43.90 | 107% |
| Returns for 10 years | 100.39 | 78.80 | 127% |
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