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JBAWX vs RLEFX
JBAWX vs RLEFX Comparison
Open Charts JBAWX vs RLEFX
JHancock Balanced R6
Price$30.29
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets5.92B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JBAWX vs RLEFX Comparison Chart in %
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JBAWX vs. RLEFX commentary
Jul 07, 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. JBAWX (5.92B). RLEFX (2.01) and JBAWX (1.94) have matching dividends . JBAWX was incepted earlier than RLEFX: JBAWX (14 years) vs RLEFX (10 years). JBAWX (0.63) is less costly to investors than RLEFX (0.39). JBAWX is a more actively managed with annual turnover of: 67.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than JBAWX: RLEFX (250) vs JBAWX (1000000). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. JBAWX (7.54). JBAWX return over 5 years is better than : 49.90 vs. RLEFX (42.56).
| JBAWX | RLEFX | JBAWX / RLEFX | |
| Total Expense Ratio | 0.62 | 0.39 | 159% |
| Annual Report Gross Expense Ratio | 0.63 | 0.39 | 162% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 6.959 | 8.164 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 252B | 2% |
| Annual Yield % from dividends | 1.94 | 2.01 | 96% |
| Returns for 1 year | 7.54 | 8.07 | 93% |
| Returns for 3 years | 41.13 | 35.76 | 115% |
| Returns for 5 years | 49.90 | 42.56 | 117% |
| Returns for 10 years | 86.46 | N/A | - |
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