JBATX
Price
$29.39
Change
+$0.08 (+0.27%)
Updated
Jun 6 closing price
Net Assets
5.72B
RLBAX
Price
$35.45
Change
+$0.07 (+0.20%)
Updated
Jun 6 closing price
Net Assets
243.43B
Interact to see
Advertisement

JBATX vs RLBAX

Header iconJBATX vs RLBAX Comparison
Open Charts JBATX vs RLBAXBanner chart's image
JHancock Balanced R2
Price$29.39
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R1
Price$35.45
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
JBATX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JBATX vs. RLBAX commentary
Jun 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 JBATX is a Buy and RLBAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 243B vs. JBATX (5.72B). JBATX pays higher dividends than RLBAX: JBATX (1.48) vs RLBAX (1.23). 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 : 6.30 vs. JBATX (5.15). JBATX return over 5 years is better than : 41.74 vs. RLBAX (30.57).
JBATXRLBAXJBATX / RLBAX
Total Expense Ratio1.121.3185%
Annual Report Gross Expense Ratio1.131.3186%
Fund Existence13 years23 years-
Gain YTD2.9464.36468%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets5.72B243B2%
Annual Yield % from dividends1.481.23120%
Returns for 1 year5.156.3082%
Returns for 3 years26.1120.02130%
Returns for 5 years41.7430.57137%
Returns for 10 years71.3552.75135%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FCIWX17.640.08
+0.46%
NYLI PineStone International Eq Cl R6
LEAIX13.350.05
+0.38%
Lazard Emerging Markets Eq Advtg Instl
CIICX42.110.06
+0.14%
American Funds Intl Gr and Inc 529C
OPMYX33.48N/A
N/A
Invesco Main Street Mid Cap Y
GAGCX33.11N/A
N/A
Gabelli Global Rising Income and Div AAA