Interact to see
Advertisement
Advertisement
JBAWX vs RLBFX
JBAWX vs RLBFX Comparison
Open Charts JBAWX vs RLBFX
JHancock Balanced R6
Price$29.90
Change-$1.92 (-6.03%)
VolumeN/A
Net Assets6.39B
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
JBAWX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBAWX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. JBAWX (6.4B). RLBFX pays higher dividends than JBAWX: RLBFX (2.13) vs JBAWX (1.92). JBAWX was incepted earlier than RLBFX: JBAWX (14 years) vs RLBFX (24 years). JBAWX (0.63) is less costly to investors than RLBFX (0.29). JBAWX is a more actively managed with annual turnover of: 71.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JBAWX: RLBFX (250) vs JBAWX (1000000). RLBFX annual gain was more profitable for investors over the last year : 11.69 vs. JBAWX (3.90). RLBFX return over 5 years is better than : 37.38 vs. JBAWX (30.60).
| 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 | 24 years | - |
| Gain YTD | 1.839 | 2.503 | 73% |
| 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 | 2.13 | 90% |
| Returns for 1 year | 3.90 | 11.69 | 33% |
| Returns for 3 years | 34.36 | 38.02 | 90% |
| Returns for 5 years | 30.60 | 37.38 | 82% |
| Returns for 10 years | 109.13 | 91.94 | 119% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers