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JBAWX vs RLBFX
JBAWX vs RLBFX Comparison
Open Charts JBAWX vs RLBFX
JHancock Balanced R6
Price$32.69
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets6.34B
American Funds American Balanced R5
Price$39.83
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
JBAWX vs RLBFX Comparison Chart in %
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JBAWX vs. RLBFX commentary
Dec 04, 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 StrongBuy and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 271B vs. JBAWX (6.34B). RLBFX pays higher dividends than JBAWX: RLBFX (1.93) vs JBAWX (1.81). 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: 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 : 12.15 vs. RLBFX (9.63). JBAWX return over 5 years is better than : 46.53 vs. RLBFX (40.86).
| 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 | 15.966 | 16.889 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 271B | 2% |
| Annual Yield % from dividends | 1.81 | 1.93 | 94% |
| Returns for 1 year | 12.15 | 9.63 | 126% |
| Returns for 3 years | 47.23 | 41.38 | 114% |
| Returns for 5 years | 46.53 | 40.86 | 114% |
| Returns for 10 years | 103.96 | 77.79 | 134% |
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