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JBATX vs RLBAX
JBATX vs RLBAX Comparison
Open Charts JBATX vs RLBAX
JHancock Balanced R2
Price$30.37
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets5.95B
American Funds American Balanced R1
Price$36.66
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
JBATX vs RLBAX Comparison Chart in %
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JBATX vs. RLBAX commentary
Aug 08, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 253B vs. JBATX (5.95B). JBATX pays higher dividends than RLBAX: JBATX (1.46) vs RLBAX (1.17). 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). JBATX annual gain was more profitable for investors over the last year : 12.50 vs. RLBAX (10.54). JBATX return over 5 years is better than : 41.09 vs. RLBAX (32.33).
| 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 | 7.447 | 8.064 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95B | 253B | 2% |
| Annual Yield % from dividends | 1.46 | 1.17 | 125% |
| Returns for 1 year | 12.50 | 10.54 | 119% |
| Returns for 3 years | 33.79 | 28.37 | 119% |
| Returns for 5 years | 41.09 | 32.33 | 127% |
| Returns for 10 years | 79.63 | 56.64 | 141% |
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