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JBATX vs RLBAX
JBATX vs RLBAX Comparison
Open Charts JBATX vs RLBAX
JHancock Balanced R2
Price$29.37
Change-$0.70 (-2.33%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
JBATX vs RLBAX Comparison Chart
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JBATX vs. RLBAX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. JBATX (5.76B). 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 : 13.87 vs. RLBAX (8.86). JBATX return over 5 years is better than : 44.65 vs. RLBAX (25.61).
| 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 | 13.387 | 8.411 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 241B | 2% |
| Annual Yield % from dividends | 1.23 | 1.59 | 77% |
| Returns for 1 year | 13.87 | 8.86 | 157% |
| Returns for 3 years | 13.75 | 7.63 | 180% |
| Returns for 5 years | 44.65 | 25.61 | 174% |
| Returns for 10 years | 71.38 | 37.76 | 189% |
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