Ad is loading...
JBATX vs RLBAX
JBATX vs RLBAX Comparison
Open Charts JBATX vs RLBAX
JHancock Balanced R2
Price$29.22
Change+$0.20 (+0.69%)
VolumeN/A
Net Assets5.74B
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
JBATX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JBATX vs. RLBAX commentary
Jan 19, 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: 240B vs. JBATX (5.74B). RLBAX pays higher dividends than JBATX: RLBAX (1.59) vs JBATX (1.23). JBATX was incepted earlier than RLBAX: JBATX (13 years) vs RLBAX (23 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). JBATX annual gain was more profitable for investors over the last year : 13.86 vs. RLBAX (11.41). JBATX return over 5 years is better than : 41.67 vs. RLBAX (25.82).
| JBATX | RLBAX | JBATX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 2.347 | 1.911 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.74B | 240B | 2% |
| Annual Yield % from dividends | 1.23 | 1.59 | 77% |
| Returns for 1 year | 13.86 | 11.41 | 121% |
| Returns for 3 years | 15.39 | 10.53 | 146% |
| Returns for 5 years | 41.67 | 25.82 | 161% |
| Returns for 10 years | 73.24 | 49.89 | 147% |