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JBATX vs RLBAX
JBATX vs RLBAX Comparison
Open Charts JBATX vs RLBAX
JHancock Balanced R2
Price$31.83
Change+$0.16 (+0.51%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R1
Price$38.89
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets265.62B
JBATX vs RLBAX Comparison Chart in %
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JBATX vs. RLBAX commentary
Oct 21, 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: 266B vs. JBATX (6.16B). JBATX pays higher dividends than RLBAX: JBATX (1.43) vs RLBAX (1.10). JBATX was incepted earlier than RLBAX: JBATX (14 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). JBATX annual gain was more profitable for investors over the last year : 10.30 vs. RLBAX (8.54). JBATX return over 5 years is better than : 45.31 vs. RLBAX (39.99).
| JBATX | RLBAX | JBATX / RLBAX | |
| Total Expense Ratio | 1.12 | 1.31 | 85% |
| Annual Report Gross Expense Ratio | 1.13 | 1.31 | 86% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 12.128 | 14.744 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 266B | 2% |
| Annual Yield % from dividends | 1.43 | 1.10 | 130% |
| Returns for 1 year | 10.30 | 8.54 | 121% |
| Returns for 3 years | 50.73 | 47.83 | 106% |
| Returns for 5 years | 45.31 | 39.99 | 113% |
| Returns for 10 years | 90.51 | 65.85 | 137% |