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JBATX vs RLBAX
JBATX vs RLBAX Comparison
Open Charts JBATX vs RLBAX
JHancock Balanced R2
Price$30.14
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets5.88B
American Funds American Balanced R1
Price$36.54
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
JBATX vs RLBAX Comparison Chart in %
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JBATX vs. RLBAX commentary
Jul 18, 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 JBATX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. JBATX (5.88B). JBATX pays higher dividends than RLBAX: JBATX (1.48) vs RLBAX (1.18). JBATX was incepted earlier than RLBAX: JBATX (13 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than JBATX (1.13). JBATX is a more actively managed with annual turnover of: 67.00 vs. RLBAX (44.00). JBATX has a lower initial minimum investment than RLBAX: JBATX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 6.23 vs. JBATX (5.68). JBATX return over 5 years is better than : 42.78 vs. RLBAX (34.69).
| JBATX | RLBAX | JBATX / RLBAX | |
| Total Expense Ratio | 1.12 | 1.31 | 85% |
| Annual Report Gross Expense Ratio | 1.13 | 1.31 | 86% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 6.071 | 7.710 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.88B | 252B | 2% |
| Annual Yield % from dividends | 1.48 | 1.18 | 125% |
| Returns for 1 year | 5.68 | 6.23 | 91% |
| Returns for 3 years | 38.33 | 33.46 | 115% |
| Returns for 5 years | 42.78 | 34.69 | 123% |
| Returns for 10 years | 75.83 | 55.43 | 137% |