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JBATX vs RLBAX
JBATX vs RLBAX Comparison
Open Charts JBATX vs RLBAX
JHancock Balanced R2
Price$28.91
Change-$0.24 (-0.82%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$35.78
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
JBATX vs RLBAX Comparison Chart
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JBATX vs. RLBAX commentary
Nov 18, 2024
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 StrongBuy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. JBATX (5.53B). RLBAX pays higher dividends than JBATX: RLBAX (1.59) vs JBATX (1.23). JBATX was incepted earlier than RLBAX: JBATX (13 years) vs RLBAX (22 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. JBATX (62.00). 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 : 19.99 vs. JBATX (18.35). JBATX return over 5 years is better than : 44.06 vs. RLBAX (30.92).
| JBATX | RLBAX | JBATX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 11.611 | 13.297 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.53B | 236B | 2% |
| Annual Yield % from dividends | 1.23 | 1.59 | 77% |
| Returns for 1 year | 18.35 | 19.99 | 92% |
| Returns for 3 years | 9.35 | 8.70 | 107% |
| Returns for 5 years | 44.06 | 30.92 | 143% |
| Returns for 10 years | 63.84 | 44.74 | 143% |